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> They could have shipped a good product with all those billions They did. It's called Azure: https://www.geekwire.com/2026/microsoft-tops-wall-street-expectat

> They could have shipped a good product with all those billions They did. It's called Azure: https://www.geekwire.com/2026/microsoft-tops-wall-street-expectations-reports-accelerating-azure-growth-and-37b-ai-run-rate/ https://www.geekwire.com/2026/microsoft-tops-wall-street-exp...

rsynnott 6mo ago
That's largely a product of work in the 2010s. What's their next Azure? Clippy on steroids probably won't cut it.
- bigyabai 6mo ago
  Their next Azure is the same as the next App Store and the next YouTube; they are services, you just keep operating them while they're in the green. Microsoft's B2C reputation is undeniably burnt, but their B2B mindshare is unshakable.
justinclift 6mo ago
Not sure "good product" and "Azure" really belong in the same sentence. Have you read this? https://isolveproblems.substack.com/p/how-microsoft-vaporized-a-trillion https://isolveproblems.substack.com/p/how-microsoft-vaporize...
tacticus 6mo ago
the cloud used because execs have already got a microsoft contract. (not to mention the fun licensing problem)
bigfatkitten 6mo ago
I know a few people who worked on Azure’s FedRAMP ATOs, and “good” is not a word I’ve ever heard them use.
ExoticPearTree 6mo ago
In my experience so far with Azure, it shines at one single thing: IAM and to be used as an IdP. Even with the free version you get phish-resistant MFA, SAML, OIDC, OAuth. But go beyond that and it is messy: - creating a single VM is an extremely convoluted process - Intune needs up to 24 hours to appply changes to a managed computer - There are at least two management consoles for Entra. Each with slightly different functionalities. I don’t know how Microsoft is organized internally, but it feels like product organizations don’t talk to eachother and everybody is is just building stuff on top of Azure as if their thing is the only product MS ships.

rsynnott 6mo ago

That's largely a product of work in the 2010s. What's their next Azure? Clippy on steroids probably won't cut it.

bigyabai 6mo ago
Their next Azure is the same as the next App Store and the next YouTube; they are services, you just keep operating them while they're in the green. Microsoft's B2C reputation is undeniably burnt, but their B2B mindshare is unshakable.

justinclift 6mo ago

Not sure "good product" and "Azure" really belong in the same sentence. Have you read this? https://isolveproblems.substack.com/p/how-microsoft-vaporized-a-trillion https://isolveproblems.substack.com/p/how-microsoft-vaporize...

tacticus 6mo ago

the cloud used because execs have already got a microsoft contract. (not to mention the fun licensing problem)

bigfatkitten 6mo ago

I know a few people who worked on Azure’s FedRAMP ATOs, and “good” is not a word I’ve ever heard them use.

ExoticPearTree 6mo ago

In my experience so far with Azure, it shines at one single thing: IAM and to be used as an IdP. Even with the free version you get phish-resistant MFA, SAML, OIDC, OAuth. But go beyond that and it is messy: - creating a single VM is an extremely convoluted process - Intune needs up to 24 hours to appply changes to a managed computer - There are at least two management consoles for Entra. Each with slightly different functionalities. I don’t know how Microsoft is organized internally, but it feels like product organizations don’t talk to eachother and everybody is is just building stuff on top of Azure as if their thing is the only product MS ships.