Google Cloud Worth $225B, Deutsche Bank Says • Hacker News Board

Re: Google Cloud Worth $225B, Deutsche Bank Says

#11

Post by techie128 » Fri, Oct 04, 2019, 4:35 PM UTC

Unfortunately, this is an opinion by a single analyst. Analysts are frequently wrong about their prediction. I would not put a whole lot of stock in it. Post Kurian, GCP has shown _some_ traction but it still has a long catch up game to play. Google really needs to capitalize on its strengths (ML/AI, BigData) in a major way. In addition it has to spend a major chunk of money in educating first-time developers and making it super easy to migrate into the Google ecosystem. We haven't seen major movement in these directions from GCP, yet. Hope they're coming soon.

Disclaimer: I am long GOOGL.

Re: Google Cloud Worth $225B, Deutsche Bank Says

#12

Post by chickenpotpie » Fri, Oct 04, 2019, 4:36 PM UTC

sdan wrote: post #6

Not surprised. If AWS can't make their UI a bit more user-friendly (especially for beginners) and remove their AWS Educate for students (which by the way is horrible), I think a good chunk of developers and possible institutions might move over to GCP. Other that UI, I think GCP in some instances may be cheaper (pretty sure I saw some instances that were cheaper... although I can't say for sure).

I've always joked that the best argument for using infrastructure as code is you get to look at AWS's bad UI less

Re: Google Cloud Worth $225B, Deutsche Bank Says

#13

Post by tpmx » Fri, Oct 04, 2019, 4:36 PM UTC

sdan wrote: post #6

Not surprised. If AWS can't make their UI a bit more user-friendly (especially for beginners) and remove their AWS Educate for students (which by the way is horrible), I think a good chunk of developers and possible institutions might move over to GCP. Other that UI, I think GCP in some instances may be cheaper (pretty sure I saw some instances that were cheaper... although I can't say for sure).

Is it really just the UI that's better designed in GCP compared to AWS? I find the "better designed" thing seems to apply to most aspects.

Re: Google Cloud Worth $225B, Deutsche Bank Says

#14

Post by manishsharan » Fri, Oct 04, 2019, 4:36 PM UTC

I do not want to sound like a nay sayer but which responsible enterprise CIO would put their stack on Google Cloud. They have a well deserved reputation for being unresponsive and opaque and downright irresponsible with their customers' infrastructure.

Re: Google Cloud Worth $225B, Deutsche Bank Says

#15

Post by murat124 » Fri, Oct 04, 2019, 4:38 PM UTC

GCP I'd say could worth definitely tens of billions, but not hundreds.

Re: Google Cloud Worth $225B, Deutsche Bank Says

#16

Post by ifthenelseend » Fri, Oct 04, 2019, 4:39 PM UTC

freejulian85 wrote: post #8

And WeWork is worth 40B according to the big banks.

two weeks later they said it's only worth ~ 10B

Re: Google Cloud Worth $225B, Deutsche Bank Says

#17

Post by pmart123 » Fri, Oct 04, 2019, 4:39 PM UTC

toomuchtodo wrote: post #4

mylons wrote: post #2

Amazon is under valued.

Or everyone is overvalued and these are fantasy numbers pulled from the unicorn forest. There is no repercussion when an analysts predictions are "overly optimistic" (see: everyone pitching $50B-$100B valuations to WeWork to get their IPO biz). Throwing darts would be just as accurate as the predictions investment banks are throwing out.

Well, AWS actually is highly profitable and changed the game so most of the recent startups could actually be built. I wouldn't associate WeWork with it. I won't even associate Tesla with WeWork. At least if you give $10B to Musk, you get rocket ships and category-leading car companies out of it.

Re: Google Cloud Worth $225B, Deutsche Bank Says

#18

Post by dangerboysteve » Fri, Oct 04, 2019, 4:39 PM UTC

techie128 wrote: post #11

Unfortunately, this is an opinion by a single analyst. Analysts are frequently wrong about their prediction. I would not put a whole lot of stock in it. Post Kurian, GCP has shown _some_ traction but it still has a long catch up game to play. Google really needs to capitalize on its strengths (ML/AI, BigData) in a major way. In addition it has to spend a major chunk of money in educating first-time developers and mak…

its also Deutsche Bank one of the most reckless banks around.

Re: Google Cloud Worth $225B, Deutsche Bank Says

#19

Post by nexuist » Fri, Oct 04, 2019, 4:40 PM UTC

Not one mention of AWS.

http://paulgraham.com/submarine.html

Re: Google Cloud Worth $225B, Deutsche Bank Says

#20

Post by duxup » Fri, Oct 04, 2019, 4:40 PM UTC

sdan wrote: post #6

Not surprised. If AWS can't make their UI a bit more user-friendly (especially for beginners) and remove their AWS Educate for students (which by the way is horrible), I think a good chunk of developers and possible institutions might move over to GCP. Other that UI, I think GCP in some instances may be cheaper (pretty sure I saw some instances that were cheaper... although I can't say for sure).

Anecdotal story:

I was working on a personal project where I wanted to try a "server-less" setup and I found Google's firebase authentication pretty handy and when I was looking into Firestore I found these handy videos on Youtube that Google made that I thought were pretty good introductions ... and they even updated the videos here and there so they weren't up to date. I felt like I understood how things worked pretty quickly considering I was comming from SQL land.

I had previously been playing with AWS and tied a domain to some S3 stuff and some other things and holy crap it was pure frustration and I kept thinking using AWS that "There is nothing about how this works that I could possibly have guessed correctly without googling for a painfully long time... so if / when things go wrong how would I ever know how to fix it?"

Even when I found the "right" way to do things on AWS, just the setup felt wrong it was such a "click here click there now go back to ..." adventure.

I just felt unsure and had an uneasy feeling about AWS the entire time, even after I did it right...

Google Cloud I felt like they were trying to help me understand the complexity and once I completed the task I could do it again with limited difficulty. They also were providing services tied together for me already.