Evidence receipt / prediction
Published · transcript-backedDavid Rosenthal: prediction
22 Jul 2024 Acquired Microsoft Volume II
“Probably, I don’t know, I haven’t done a sum of the parts analysis, but I think you can say probably at least half is Azure propping up that market cap.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- prediction
- Recorded
- 22 Jul 2024
- Publisher
- Acquired
- Episode
- Microsoft Volume II
Transcript context
…Foreshadow. Show that this was the right decision. Ten years later, stock is at $465. Market cap is $3.5 trillion. Probably, I don’t know, I haven’t done a sum of the parts analysis, but I think you can say probably at least half is Azure propping up that market cap. They are currently the most valuable company in the world.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.