Market Maps
AWS vs Azure vs Google Cloud: The Cloud Wars
AWS vs Azure vs Google Cloud market dominance: how a three-way cloud infrastructure oligopoly splits share, growth, and margin, read through the filings.
#azure
3 articles
Tech Business
Microsoft and OpenAI: The Economics of the Deal
Microsoft OpenAI deal economics, decoded from the filings: how much cash actually left, what recirculates as Azure revenue, the 27% stake, and the $38B cap.
FAANG Strategy
Microsoft Copilot and Enterprise Lock-In
Microsoft Copilot enterprise lock-in strategy, read through the filings: how Copilot attaches to Windows, M365, Teams, Azure, and GitHub to raise switching costs.