Great and exciting info today. Love all the posts. Azure is a huge opportunity. Almost too much to absorb right there. The dots are starting to look like elephant footprints - not too hard to connect anymore. Today's presentation was in the heart of tech land. NY, well that is another type of animal isn't it? What leaves bigger footprints than an elephant?
But there is so much more simmering away here it makes my head spin. I keep thinking about the CC. We all know how much the developer community loves open source and that is why Dockers is getting so much attention. I think it was EK who said that Glassware containerizes Dockers. So what is not to like? Glassware containerizes Windows apps for Azure and containerizes the Docker based apps too, which you can then get from a Microsoft app store. I think all the hype over Dockers is going to play into our hands too because Glassware will make the Linux based kernel operate easily within Windows.
Then there is storage. This petabyte thing keeps going around in my head. What did Peter say during the CC - something like our build out potential vertically and horizontally is unmatched by anyone in the industry and it isn't even close. And the amount of data is exploding something like 60% year over year. The storage will require a hybrid model - easily provided by an integrated provider of the same whose storage capacity build out potential is unmatched by anyone - and to re-emphasize - its not even close.
It all fits so well. But the real beauty is the BASF approach that Mac touted early on and has been mentioned again today. The applicability and potential just keeps getting bigger and bigger. While we focus on MSFT, there are all the other verticals. We know things are going on elsewhere but they have not come as much in to focus as MSFT - at least yet. Well, now there is that NovaRad thing and that million student thing, but you know what I mean. Ha!
I have watched a lot of management teams of companies I have invested in over the years. This team executes like no other I have witnessed. I was bothered by some of the "mute" days but that is now "moot". These guys are winners.
AI
