Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
22 Jul 2024 Acquired Microsoft Volume II
“Without taking anything away from Satya, because I think he does absolutely deserve a ton of credit for knocking it out of the park on execution, I think all of the credit for the vision for it and the championing it for the initial seven years within Microsoft goes to Steve and to Ray.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 22 Jul 2024
- Publisher
- Acquired
- Episode
- Microsoft Volume II
Transcript context
…It’s not even as good a business. It’s not zero marginal costs. Running servers, running these big data centers has huge costs. Even if you say, oh, those are fixed costs to rack them and you amortize them over a course of year, but energy has a real cost. It’s shocking that they eventually did embrace this very unproven new business that could potentially be way worse than their current business. Without taking anything away from Satya, because I think he does absolutely deserve a ton of credit for knocking it out of the park on execution, I think all of the credit for the vision for it and the championing it for the initial seven years within Microsoft goes to Steve and to Ray. Yup. Now I will say the company stayed the Windows-centric company for too long.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.