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Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud

theinformation.com

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Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud

#2
The clock is ticking for Google Cloud.

The Google unit, which sells computing services to big companies, is under pressure from top management to pass Microsoft or Amazon—currently first and second, respectively, in cloud market share—or risk losing funding.

That should give any Enterprise thinking about going all in on GCP a warm and fuzzy.

When I say how can you trust Google for your infrastructure seeing how they abandon projects, the usual response I get is that they would never do that with their “Enterprise” offerings.

On the other hand, while new accounts can’t access some AWS deprecated services, they still support features like EC2 classic years after they had a better offering.

Microsoft is also well known for supporting offerings for years.

Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud

#5

The clock is ticking for Google Cloud. The Google unit, which sells computing services to big companies, is under pressure from top management to pass Microsoft or Amazon—currently first and second, respectively, in cloud market share—or risk losing funding. That should give any Enterprise thinking about going all in on GCP a warm and fuzzy. When I say how can you trust Google for your infrastructure seeing how they…

Almost seems like it would have people looking for the eject button.

Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud

#6
The Information is a fantastic source, and I subscribed to support the excellent original reporting that comes out of it. Most of the news will get disseminated by other blogs and news journals in the next day or so, but The Information is pretty good if you want tech news first.

A big nugget from behind the paywall: "This person said the group’s leaders didn’t explicitly state what would happen to the cloud division if it didn’t reach a top two position by 2023. A commonly held view inside the group was that Google wouldn’t continue investing money if it failed to it meet its goal, the person said."

The article also claims Google Cloud isn't profitable under their current business plan: "The group’s leaders told staffers that if Google couldn’t reach a certain size with its computing and storage business—two of the most commonly used cloud services—the cloud unit might never become profitable, the person said. To reach such scale, they said, Google would need to be in a top two position in the market."

Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud

#7
I couldn't help but laugh out loud when I saw this headline on Twitter. It's just kisses fingers.

So now that everyone knows they are waffling on whether to stay in the business (and have a deadline), Microsoft and Amazon just need to increase the competitive intensity for the next few years to drive Google out and instead of cloud computing being an oligopoly it'll be a duopoly.

If you're a startup you should seriously consider colocation for as many of your workloads as possible, because the long-term future of this market is AWS and Azure being an extremely high margin duopoly with massive barriers to entry. You might see aggressive competition before 2023, but 10 years out it's not going to be that.

The NYT wrote a piece a few days ago about certain startups considering antitrust complaints against AWS, and more of them should consider that [1]. The FTC is investigating AWS [2].

[1] https://www.nytimes.com/2019/12/15/technology/amazon-aws-clo...

[2] https://www.businessinsider.com/amazon-aws-cloud-business-ft...

Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud

#9
If they pour all of their efforts into customer experience, maybe they can stay in the game. I personally am terrified of using Google Cloud. I'm afraid something will go wrong and I won't be able to talk to a human. I've heard so many stories about the "stone wall" that is Google customer support. Also, I'm afraid the rug will get pulled out from under me if I decide to go all in given their history of axing projects that they don't want to support anymore.
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