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We’ve all seen AWS and what they’ve done with their platform. Azure has been gaining on them rapidly and is growing a double that rate. I bootstrapped the company with my co-founder in 2007. If you look at the IAS vendors, they passed $130 billion revenue milestone this year. It is staggering. Henry Schuck: Yeah.
The most triumphant transfer of control from an original generation leader to a new CEO was surely that of Microsoft, which pivoted from chasing after Apple’s success in the consumer space under Steve Ballmer (don’t mention Nokia ) to successfully focusing on the cloud under Satya Nadella (please do mention Azure).
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