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how defensible is SaaS, particularly the category that you're in within SaaS? Against disruption from AI native apps
So what is holding the enterprise back What are your view as somebody that led the cloud cycle
Can the SaaS tech stack that you built and pioneered, how does that fit into the agentic world
There's talk that another hyperscaler came in and took away the business that was rightfully Microsoft's
how should we think about the shape of the curve of CapEx vis-a-vis Azure growth rate in the years ahead
You’ve said in the past that you can attain better and better capital efficiency with the Cloud business