Microsoft as a Mirror - What We Can Expect for SaaS in 2023
Tom Tunguz
JANUARY 23, 2023
Below, I’ve listed those trends with data & excerpts from the earnings call transcript. We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Machine Learning is a Secular Platform Change & a Growth Driver for Software The age of AI is upon us, and Microsoft is powering it.
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