It's time to start lobbying hard for an antitrust breakup of Google. This DRM plan, as abuse of a monopoly position, provides more political coverage for a forced breakup. It's pretty clear how to break up Alphabet, because it grew mostly by acquisition. - Google - search, ads on search pages and nothing more. - DoubleClick - third party ads on other sites. - Analytics - services to web sites. - Cloud - the money-los…
Nit: Google Cloud has been profitable this year: https://techcrunch.com/2023/04/25/google-cloud-turns-profit-... It's actually perfectly fine to lose money; you have to invest before you can start making a profit, and services like Google Cloud can be money printers once they're established. But all the cloud providers are competing hard, pumping money into 3rd parties / partners that will then sell it and set it up…
They are not competing hard enough. (Or maybe they competing too well? I don’t know)
I used to work for AWS then Azure, and now just do consulting for both. The amount of companies I come across with the chief complaint of “We pay too much for AWS/Azure” is staggering.
In a healthy market with healthy competition, you’d think that would never be a statement to be made. No one says “I pay too much for Chevron, I’ll only buy gas from Total”
AWS, Azure, (and wth) GCP are in the tech support business, not infrastructure resell business. You’d think a cloud only need to sell VMs but there is literally no money in that. That’s the part that “competes hard” also the losing part. As a cloud provider, you want to be out of that shitty business. You want to be SaaS. SaaS is the magic work in Cloud. Selling Software is magic. It made Microsoft in the 80s/90s. It made Oracle in the 90s/2000s. It made Google in the 2000s. Selling software is an incredibly lucrative business. It is where you want to be.
100% of companies I consult for don’t spend money on VMs in the cloud. They always spend it on “log analytics” or “data warehouse” or “serverless”
Why hire a Postgres admin when you can pay AWS/Azure 200k a month for postgresql “managed” offering where you can email them whenever things are not working and have _them_ hire the Postgres experts who would look at your usage/queries/tables and suggest an index here, or a stored proc there.