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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

#551

Earlier quoted context omitted.

Google could fix this credibility problem in a single step by simply saying "We won't materially change documented functionality of services A, B, or C in the next 5 years. Upon breach of this promise, we will pay any affected user $10M". If they did that, I'd trust them. If they breached my trust, I'd get a cool $10M. They wouldn't shutdown the service because of the extreme financial disincentive to do so.

That opens them up to a ton of liability (what if something unforeseen happens), for very little gain. I can't imagine any company doing something like that.

There are lawyers for covering the obvious foreseeables. For the rest, there are more lawyers.

Providing credible hostages is a good way to build trust. Such a promise would be fairly credible if drafted properly.

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

#552
post #480
post #437

Earlier quoted context omitted.

Google could very well be a one hit wonder. Coming from someone who works at a company with one successful product and many failed ones: Maybe they are too wealthy to want a second success. Life is cozy.

In addition to search I'd say: - Gmail - Android (and Google Play) - Drive - Maps - Chromecast - Google Home - YouTube (+Premium) are super successful.

How much money have they made off of Chromecast?

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

#553
post #492

Earlier quoted context omitted.

Don't forget that they're selling the games, too--and some Stadia games are up to $10 more (!) than their non-Stadia counterparts. (Incidentally, and you lose the game if you cancel your Stadia subscription.)

> (Incidentally, and you lose the game if you cancel your Stadia subscription.) That is a factually incorrect statement. You lose access to any games you claimed for free as a benefit of your Stadia Pro membership if you cancel your membership; you regain access to those games if you renew, but you will not gain access to games that were offered for free during any interval where you were not a subscriber. You retain…

>That is a factually incorrect statement.

Oh, so if I cancel my Stadia subscription I can still play the games?

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

#554

Earlier quoted context omitted.

Poor customer service is not exclusive to Amazon, google directly shut the product down which cannot earn search scale revenue. If you see comments below being downvoted by google PR for examples. I believe all these large cloud companies be it amazon, google or Microsoft deploy army of PR people and campaigns to downvote or try to remove comments which are critical. Especially I have seen this on HN, earlier when I…

This is the same logic my extended family uses when they tell me that their phones eavesdrop on their conversations to target advertisements. Just because it's possible and fits your narrative doesn't make it true. No brand or PR team that I've ever been near has the capacity to monitor and then manually downvote this kind of thing, even on major sites, let alone a niche news site like HN. Who has the budget for this…

https://www.theguardian.com/technology/2011/may/12/facebook-...

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

#555

Earlier quoted context omitted.

No they won't. This is ridiculous hyperbole. They've barely shuttered any real enterprise projects and even those were miniscule in usage. Google is a trillion-dollar company and GCP has the potential to be bigger than their ads platform. It's not going anywhere.

> No they won't [shutter GCP]. This is ridiculous hyperbole. From the article: > The group even talked about—and eventually dismissed—the idea of leaving the market entirely That's good enough reason for anyone to get off GCP.

I suspect this is down to how it's phrased by someone who may not be familiar with strategic planning.

It's common for businesses to work out several scenarios and estimate their outcomes. Then you look at the investment outcomes of those scenarios.

So quite plausibly there might have been these scenarios:

1. Invest More + High Growth

2. Invest More + Low Growth

3. Maintain Investment + High Growth

4. Maintain Investment + Low Growth

5. Divest

You pretty much always want to canvass the option to quit a business. You need it to keep your other estimates honest. Anything else is not only giving into sunk cost fallacy, it's flat out denying its existence.

So rejecting "Divest" doesn't mean it was ever a serious contender. It may be there mostly in the interests of completeness.

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

#556
post #524

People with real knowledge to the matter knows that GCP is growing, and more companies are adopting GCP every month. This is an attempt (which according to some of the comments here quite succeed) to create a story where there is no story. Should Google Cloud aim to be better and bigger? Sure. Should Google / Alphabet execs need to discuss challenges and strategy? Sure. What and where is the story? GCP produce new pr…

> and more companies are adopting GCP every month A rising tide lifts all boats. Are more companies adopting GCP because they are leaving Amazon/Azure? Or is it simply because the market is still immature and growing fast?

Who cares if they are leaving Amazon or Azure. All that matters is they use GCP too.

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

#557

Earlier quoted context omitted.

> and more companies are adopting GCP every month A rising tide lifts all boats. Are more companies adopting GCP because they are leaving Amazon/Azure? Or is it simply because the market is still immature and growing fast?

Who cares if they are leaving Amazon or Azure. All that matters is they use GCP too.

According to the title Google does. If the market matures and Google is not able to win customers from Amazon/Azure then they will not attain that #1 position.

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

#558
post #244

Earlier quoted context omitted.

> Things like Google Reader had healthy user bases when Google came for them in the night. I wonder if anyone in Google management ever looks back and regrets that decision? It's still always being brought up, even 6.5 years later.

I always see google reader talked about on hackernews, but has a comparable product not have been made by someone else yet?

I still use feedly almost daily.

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

#560
post #144

AWS is unassailable as number one, but Azure is more fragile than they might appear in their #2 position. They use their Office online revenue to boost their numbers (EDIT: apparently they don't do that anymore) , and their utilization is probably lower than the competition because they rely heavily on bundling new cloud services into legacy contracts at renewal to reach their targets. So lots of Office / Outlook / A…

I think you're completely wrong. Azure is in the prime position and AWS is on fragile ground. Yes, they have a service for everything, but they've alienated their partners, they aren't viable in an entire industry (Retail), and a significant fraction of their IP is based around creating managed services out of OSS software.

My projection is that -- if everything continues along the same trend line we've seen through 2019 -- in five years MS will comfortably be on top and Google Cloud will have rough parity with AWS, but be significantly far behind MSFT.

Disclosure: I work for Google Cloud but this opinion is my own.

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