Anurag Rana

speaker

534 appearances 29 recordings 3 series first heard Dec 2025 last heard 10 Sep

Anurag Rana’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 29 in all, peaking in Apr 2026 with 7.

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Bloomberg Tech · Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results · 28 Jan 2026 podcast

And that's partially the reason when you have these valuations go all over the place.

But I would comfortably say when it comes to somebody like a Microsoft's cloud portfolio or Amazon's cloud portfolio or Google's cloud revenue, I think these three companies will dictate a large portion of that market share

just because they have the capital to do it, they have massive market shares, and they have also the distribution.

So these three, I think, will remain the way it is.

The rest of the industry will shift around.

We still think software has a place in this world, and there will be some damage, but it's not going to get completely blown up.

And then let's see how that shapes up.

So if you are just selling a tool out there in the public to an enterprise or a small business, you may not get the same kind of premium that you were before.

Remember, software business with 80, 90 percent gross margin business.

But if you can spin some of that code up, you know, using white coding or internally, you may not need some of those tools out there.

Now, we think.

At least on the enterprise side, having a core system of record, something like the one that's sold by SAP or a Workday, they're far more important and people are not going to rip them apart and use white coding tools internally out there.

But if you are a visualization software or some kind of connector in between, you may not need to have that software.

So there is a lot that's going to happen over the next three to five years.

Yeah, for Microsoft, it's definitely there.

I mean, the only, I would say, the long-term hang-up is, you know, what happens when the open AI relationship breaks through?

I mean, or goes away.

That's the only big risk for Microsoft in the long run.

They'll have to figure out their own LLM by then.

But other than that, I mean, their cloud infrastructure product is pretty good.

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