Google is winning on every AI front

It isn't when considering Google's brand has (long) lost trust in how it hanles data. This is especially true with larger companies, F500 type brands, who tend to avoid Google for infra as do governments.

F500/government are conservative and tend to stick with the vendors they know, which is why Azure has gained so much traction despite being worse than AWS & GCP pretty much across the board.

Trust in handling data doesn't really come into this; if anything Google has a very strong reputation for security.

> F500/government are conservative and tend to stick with the vendors they know, which is why Azure has gained so much traction

Outcome is the same, but being "conservative" isn't the real reason.

Adding a vendor requires compliance work, process, finance etc that it's just effort.

99% of medium-large companies use Microsoft in some form so Azure can skip all of that to some extent.

That is what he meant with conservative, ie trying to not do new things because it takes more work to change.

> ie trying to not do new things because it takes more work to change

That's not what the word conservative means, not by the dictionary or even politically.

Conservative is the averse to change or to hold traditional values without logic. It's more like a type of fear. Even if the change was easy or have 0 cost, a conservative entity won't do it.