This a self fulfilling prophecy. They set a deadline to be a top player, but now that the strategy has leaked, lots of customers will abandon or not take up the service since they who wants to invest in a cloud service that could be abandoned in a few years? The writing is on the wall now.
Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud
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Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud
#42Ha! A year ago I steered away from GCP for a long-term personal project because I had a small but persistent worry that they'd shut it down, and switching clouds has a cost. I considered myself near-crazy for making the decision on that basis -- they wouldn't do that, would they?! that's silly! that's ridiculous! -- and was a little embarrassed to reveal my rationale to others. Saying it out loud sounded so alarmist, so far-fetched.
And yet here we are. Glad I kept clutching those pearls.
#2 by 2023? Good luck. I wouldn't bet a dollar on them knocking Amazon or Microsoft off their perches by then, and I won't spend another dollar on GCP.
Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud
#43Oh my god. How is Google so clueless to let this leak? Now that we know they're not invested in a Google cloud beyond 2023, what reason does anyone in their right might have to use their services? I was previously considering GCP. And now I'm not. Great job, Google. You're so short-sighted you'll remain in adtech forever. Not even your founders could keep interest. This leak was a billion dollar mistake. And I'm grat…
> Now that we know they're not invested in a Google cloud beyond 2023 I have no clue how anyone could arrive at that interpretation. What exactly let you to that conclusion?
A little bit of reading between the lines combined with Google's history of sunsetting services that aren't creating enough profit.
Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud
#44Point to remember- they are number 4. And beating a fast rising azure is going to be close to impossible.
Who's number 3? Who am I missing?
Different articles and sources give different numbers, so don't take this as gospel, but:
IBM's *-as-a-service ARR is larger than Google Cloud's.
Oracle claims theirs is too, but my understanding is that they roll a lot of their licensing costs into the same reporting, so it's hard to tell for sure.
Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud
#45I have a hard time believing articles from sources with no track record making bold claims. Seriously, "theinformation.com" and hardly anyone is skeptical?
The Information is a very reputable source. Is this your first time hearing about them?
Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud
#46Oh my god. How is Google so clueless to let this leak? Now that we know they're not invested in a Google cloud beyond 2023, what reason does anyone in their right might have to use their services? I was previously considering GCP. And now I'm not. Great job, Google. You're so short-sighted you'll remain in adtech forever. Not even your founders could keep interest. This leak was a billion dollar mistake. And I'm grat…
> Now that we know they're not invested in a Google cloud beyond 2023 I have no clue how anyone could arrive at that interpretation. What exactly let you to that conclusion?
"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. "
Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud
#47The 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…
I signed up to the information for the same reason. Plus they actually have their paywall well designed. I get most of my news from them via email and I can read it right in my phone's gmail, versus everything else that has me sign up somewhere and then re-login every time. I wouldn't mind paying if the experience was at least seamless post payment.
Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud
#48Oh my god. How is Google so clueless to let this leak? Now that we know they're not invested in a Google cloud beyond 2023, what reason does anyone in their right might have to use their services? I was previously considering GCP. And now I'm not. Great job, Google. You're so short-sighted you'll remain in adtech forever. Not even your founders could keep interest. This leak was a billion dollar mistake. And I'm grat…
> Now that we know they're not invested in a Google cloud beyond 2023 I have no clue how anyone could arrive at that interpretation. What exactly let you to that conclusion?
From two sources.
1) The article.
> 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.
2) How Google treats all of its other "underperforming" products.
Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud
#49Earlier quoted context omitted.
Who's number 3? Who am I missing?
Gartner ranked Aliyun as the third largest provider in 1Q19.
As a fulltime web dev, I had a guess of who's cloud that was, but had to look the name up.
They may have numbers due to Chinese usage, but no Western company is going to use Chinese hosting, ever.
Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud
#50Google Cloud could have easily dominated the market if they were willing to share their internal technology instead of knock-offs they offered. Now it's too late, competition improved their mediocre offerings and outside TPUs there is no advantage anymore.