new: a lawyer representing Microsoft replied to David Boies' letter about Delta's flight cancellations stemming from the CrowdStrike outage. the lawyer says crew-tracking system runs on IBM, not Windows or Azure
@jordannovet
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YC-Backed Founders Share Azure Cloud Experience
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i spoke with a few YC-backed startup founders who have used Azure
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Andy Jassy Comments Analysis and Expert Opinion
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sir what do you think of these comments from Andy Jassy sir
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Amazon Migrates 30000 Java Applications Using Q Code Transformation
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'With Q's code transformation capabilities, Amazon has migrated over 30,000 Java JDK applications in a few months, saving the company $260 million and 4,500 developer years compared to what it would have otherwise cost.' -Andy Jassy
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Apple Q3 2024 Earnings Report Analysis and Results
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the screencap is from our article for those who want to see what happened after that https://
cnbc.com/2024/08/01/app
le-aapl-earnings-report-q3-2024.html
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Microsoft expands AI model options beyond OpenAI partnership
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we didn't mention in the article that Microsoft has steadily added non-OpenAI models for customers to use in Azure and invested in Mistral. and even with that stuff too, to your point, OpenAI says nothing has changed
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Intel CEO Reports Revenue Shortfall Amid AI Opportunity
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'Our revenues have not grown as expected — and we've yet to fully benefit from powerful trends, like AI.' -Pat Gelsinger, Intel CEO https://
cnbc.com/2024/08/01/int
el-intc-q2-earnings-report-2024.html
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Microsoft Lists OpenAI as Competitor in Official Documentation
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new: Microsoft has added OpenAI to its list of competitors
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Microsoft Azure AI faces supply constraints in Q3 2026
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in Azure AI, Microsoft was still a bit supply-constrained, following a trend flagged in fiscal Q3, Amy said
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GitHub Copilot ARR exceeds $2 billion, dominates revenue growth
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GitHub annualized run rate is now at over $2 billion, with Copilot representing over 40% of revenue growth this year, making it larger than all of GitHub when Microsoft bought it in 2018, Satya said on today's earnings call