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Alphabet earnings show Google Cloud on $10B run rate

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Re: Alphabet earnings show Google Cloud on $10B run rate

#151

Post by screye »

Google is the Valve of the internet space.

Like Valve they have created products that took over the whole space.

They have a tendency to completely drop things when they don't pick up traction early enough. (artifact, everything Google)

There used to be a Halo around both companies in the 2000s, that was slowly eroded in the 2010s.

They suck at communicating.

They create good products that never see the light of day again (Portal, l4D,Half Life) because their main product (steam, ads) makes so much more money.

________

GCP has the same problem as Artifact, where Google bull headedly tries to enter a different type of product/business model (b2b, instead of b2c) without adopting any of the cultural must-haves of a b2c company. (customer before product, service, reliability over speed)

Tensorflowv2 is failing due to a similar kind of stubbornness.

_______________

The scary thing is, if Google manages to pull off the culture change (unlikely), I can see them sweeping both AWS and Azure in the cloud space.

Re: Alphabet earnings show Google Cloud on $10B run rate

#152

Post by ssambros »

shahsyed wrote: post #148

Even looking at comparative offerings from different providers, they're really lackluster [1], and in some cases, even more expensive [2]. What could be contributing to those large numbers? [1] - Memorystore only allows vertical scaling, no support for GCP managed Redis clusters, no hybrid functionality (only instances in the same VPC network can access Memorystore, whereas ElastiCache offers all of this. https://clo…

To be fair, it seems Memorystore instance is not the same gb-for-gb as Elasticache, since Memorystore gives you extra memory overhead, and on aws you have to manage it yourself. Memorystore also has free network egress/ingress. There is also a RedisLabs offering on Google Cloud with integrated billing.

Disclaimer: I work at Google Cloud.

Re: Alphabet earnings show Google Cloud on $10B run rate

#153

Post by jrsdav »

dangus wrote: post #117
blinotz wrote: post #97

Whatever the number, it would be 10 times better if google didn’t have such a terrible terrible customer service reputation plus a reputation for closing services down. Google utterly fails to understand the need for its customers to trust that google will support and service them and not destroy their business after building on a google platform. Apparently they are completely oblivious to these things being importa…

Do you have any experience with GCP as an enterprise customer compared to AWS or Azure? Is GSuite or GCP support any worse or are you just assuming those experiences are the same as what you get with a free GMail account? I mean, what kind of support does a small business with two EC2 Instances or three Office 365 licenses really get? I can’t imagine you get to call someone and get in-depth technical help for free. I…

We're a new GCP customer with a growing amount of spend as we investigate multi-cloud (coming from AWS multi-account, words can't effectively express how much of a joy GCP is to work with).

It may be because we're an attractive customer with a very large amount of AWS spend, but the folks at GCP have made our adoption pretty amazing. We've had multiple on-boarding and troubleshooting calls with the actual product managers of GCP services, in addition to onsite training/consultation with experts (all paid for by Google).

I've had to use support a couple of times and found it pretty on par with support I've gotten out of AWS.

Like any provider of services, I've found that relationships are key. Cultivating a good relationships with your reps/contacts goes a long way in their willingness to go the extra mile for you.

But, interactions with our reps have grown fewer (we're told their customer success/technical account management teams are understaffed), and it may be a sign that we're getting out of the honeymoon phase. We'll see.

Re: Alphabet earnings show Google Cloud on $10B run rate

#154

Post by zantana »

screye wrote: post #151

Google is the Valve of the internet space. Like Valve they have created products that took over the whole space. They have a tendency to completely drop things when they don't pick up traction early enough. (artifact, everything Google) There used to be a Halo around both companies in the 2000s, that was slowly eroded in the 2010s. They suck at communicating. They create good products that never see the light of day…

I think implicit in this myopia is they don't eat their own dogfood. If they have their best people managing their core products running their own infrastructure which is clearly much more reliable than GCP, then GCP won't get better. On top of which their best people will move toward their own internal services.

Contrast this with the other cloud providers who seem to be using their own clouds for their primary services creating a feedback loop which ensures they don't have the big outages that GCP has had over the past year.

Re: Alphabet earnings show Google Cloud on $10B run rate

#155

Post by simonebrunozzi »

Conflating consumer software and cloud infrastructure is a big lie. Microsoft is famous for having started this years ago.

Why do they do it?

Because AWS is at a $40B run rate, and both Google and Microsoft have to show analysts and customers that they are catching up, and that they are big enough, etc.

Real "cloud infrastructure" revenues for Google are probably less than half that.

The worst part is that famed and well-paid analysts perpetrate the lie, either by collusion, or by ignorance.

Re: Alphabet earnings show Google Cloud on $10B run rate

#156

Post by milesward »

zantana wrote: post #154
screye wrote: post #151

Google is the Valve of the internet space. Like Valve they have created products that took over the whole space. They have a tendency to completely drop things when they don't pick up traction early enough. (artifact, everything Google) There used to be a Halo around both companies in the 2000s, that was slowly eroded in the 2010s. They suck at communicating. They create good products that never see the light of day…

I think implicit in this myopia is they don't eat their own dogfood. If they have their best people managing their core products running their own infrastructure which is clearly much more reliable than GCP, then GCP won't get better. On top of which their best people will move toward their own internal services. Contrast this with the other cloud providers who seem to be using their own clouds for their primary serv…

Not true.

Re: Alphabet earnings show Google Cloud on $10B run rate

#157

Post by milesward »

simonebrunozzi wrote: post #155

Conflating consumer software and cloud infrastructure is a big lie. Microsoft is famous for having started this years ago. Why do they do it? Because AWS is at a $40B run rate, and both Google and Microsoft have to show analysts and customers that they are catching up, and that they are big enough, etc. Real "cloud infrastructure" revenues for Google are probably less than half that. The worst part is that famed and…

This number does not include that conflation...

Re: Alphabet earnings show Google Cloud on $10B run rate

#159

Post by vikramkr »

milesward wrote: post #156
zantana wrote: post #154

Earlier quoted context omitted.

I think implicit in this myopia is they don't eat their own dogfood. If they have their best people managing their core products running their own infrastructure which is clearly much more reliable than GCP, then GCP won't get better. On top of which their best people will move toward their own internal services. Contrast this with the other cloud providers who seem to be using their own clouds for their primary serv…

Not true.

Could you elaborate?

Re: Alphabet earnings show Google Cloud on $10B run rate

#160

Post by linuxftw »

xyst wrote: post #135

I hate how we are just giving away control over the internet to Amazon/Google. How does a small cloud provider stay in business when up against these multi billion dollar companies? At any point in time, these companies can just lower the cost of their products, and suffer through a few bad quarters while the small businesses slowly bleed out and die.

How does a small anything stay in business?

> while the small businesses slowly bleed out and die.

This is what killed small grocery businesses. The bigger corporations lose money on lots of popular items and make margins on other products. Walmart is especially bad, they can take lots of losses on grocery because they're making margins in other areas of the store.

The ultimate question is what is allowing these bigger businesses to operate more efficiently than a small business? Offshoring labor forces, offshoring manufacturing, low to no import tariffs, ability to utilize immigrant labor (small companies have no shot in the H1B process), corporate HQ's in lower tax jurisdictions, legalized accounting fraud (CapEx vs OpEx), skirting labor laws by hiring 'contractors,' getting outright handouts from municipalities (see Amazon HQ2 or any NFL stadium), onerous regulations, etc, etc.

Democracy in action. This is what everyone keeps voting for. Kill small business, empower multinational corporations.

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