Earlier quoted context omitted.
There’s no doubt that they have invested a lot of money but that doesn’t guarantee returns and data centers have a fair amount of cost to keep running. The big thing I’d like is to have Google Cloud broken out as a separate business. While it’s true that shutting it down would harm them, I haven’t gotten the impression that their management are especially concerned. As an enterprise customer of both, AWS seems way mo…
I reward AWS with my business and tolerate GCP when necessary. What's funny is there was a core of engineers back in 2009 who understood everything necessary to get the technical side of Cloud to be competitive with AWS, and mostly succeeded, but by then, it was clear that Google simply didn't know how to market to enterprises. The whole thing was a squandered opportunity and I simply did not understand at the time (…
More likely they have the same problem Intel had. Intel had a lucrative impossible to replicate business in processors. As a result they regularly abandoned one market segment after another because they couldn't get the gross margin they expected. Googles doing the same exact thing.
Other problem is googles business is backwards in that they set the requirements out for what they'll do not the supposed see above customer. All these other business ventures have customers with strict demands that they want met.