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Alphabet Third Quarter 2021 Results [pdf]

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21–30 of 145 posts

Re: Alphabet Third Quarter 2021 Results [pdf]

#21
post #9

Earlier quoted context omitted.

More like the pandemic is good for pushing activities onto the internet of which Google takes its slice.

And $2T dumped into stock market, portion of which companies have used on online ads to compete for increased revenue.

Where are you getting your $2T number from?

Re: Alphabet Third Quarter 2021 Results [pdf]

#23
post #2

> In January 2021, we completed an assessment of the useful lives of our servers and network equipment and adjusted the estimated useful life of our servers from three years to four years Does anyone know what the observation was here that made this possible? Have Google's internal workloads not grown in size as quickly as they thought, or is this a "Moore's law is slowing down" thing?

AFAIK it comes down to some degree to a tradeoff between the projected density and power efficiency gains of newer gear vs the cost savings of keeping older gear around and in the racks. Some datacenters simply can't support higher density due to power constraints and if the newer gear isn't offsetting the capital costs by pulling in more revenue then you might as well keep the old gear around longer.

Re: Alphabet Third Quarter 2021 Results [pdf]

#24
post #2

> In January 2021, we completed an assessment of the useful lives of our servers and network equipment and adjusted the estimated useful life of our servers from three years to four years Does anyone know what the observation was here that made this possible? Have Google's internal workloads not grown in size as quickly as they thought, or is this a "Moore's law is slowing down" thing?

Probably because intel chips feel like they have stagnated somewhat performance-wise while they milked the market IMHO.

Why upgrade to the latest intel CPU when you get a paltry 100Mhz clock increase for the bother? May as well wait another year if 3 year old CPUs are pretty much the same performance as current models (give it take a few %)

Re: Alphabet Third Quarter 2021 Results [pdf]

#28
post #2

> In January 2021, we completed an assessment of the useful lives of our servers and network equipment and adjusted the estimated useful life of our servers from three years to four years Does anyone know what the observation was here that made this possible? Have Google's internal workloads not grown in size as quickly as they thought, or is this a "Moore's law is slowing down" thing?

Uh, both 3 and 4 are radical understatements of the economic lives of servers. They are TCO+ for 10 years in reality. For a company like Google or any other company designing their own equipment the usual reason to retire equipment (end of warranty) does not exist.

There are still Sandy Bridge CPUs available in GCE. Sandy Bridge came out in Q2 2011.

Re: Alphabet Third Quarter 2021 Results [pdf]

#29
post #21

Earlier quoted context omitted.

And $2T dumped into stock market, portion of which companies have used on online ads to compete for increased revenue.

Where are you getting your $2T number from?

Looking at https://www.investopedia.com/government-stimulus-efforts-to-... and roughly guesstimating $1.5T from direct loans / PPP and additional $0.5T from the knock off stimulus and inflation effects.

Re: Alphabet Third Quarter 2021 Results [pdf]

#30
post #11

Earlier quoted context omitted.

There's a part of Chaos Monkey where the author describes driving past Google on a weekend and seeing empty parking lots while Facebook's were full (this was during Google Plus). He concluded that Google no longer had a fire in the belly and facebook was going to overcome it, not just in social mindshare, but ad revenue. Conditions changed.

The dirty secret of tech is that markets matter more than effort or smarts. If you have product/market fit and a decent technological lead in a market that is large and growing, you will do better than a company that does not have PMF or a good market, regardless of how hard you work. (This explains so much about Oracle.) Social media mentions are probably a better sign of how well you'll do than full parking lots. I…

markets and moats matter. Anyone can get revenue selling tomatoes, the problem with tomato farming is that there is no moat, you will not be able to sell at a price much higher than the next farmer down the street.

If there were 100 good search engines the price for advertising would be 90% lower

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