An alternative explanation: Azure has a pre-provisioning system, whereby
they'll partially boot a machine and then hold it in that state until a
user requests a system which corresponds.  This is implemented using the
netlink socket you see: the fabric will reconnect that socket once it is
ready for cloud-init to continue.

So: this logging is not unexpected, it indicates a pre-provisioned VM.
Are you seeing an actual 3m30 wait happen when you launch instances, or
is this report based only this logging?

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https://bugs.launchpad.net/bugs/1925526

Title:
  Hirsute/Azure: cloud-init-local sometimes very slow to initialize

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