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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

#161
kubernetes on google cloud rocks. If they kill gcp like they do with other random services I’ll cross that bridge when I come to it, kubernetes is open source and there are lots of other provider. For now, I don’t feel trapped in the least, it’s a great serive, it’s priced right, and the time I save not dealing with AWS nonsense far out weighs the potential downsides of using their services.

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

#162
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.

So predatory pricing is very illegal, and considering that there are three major players in this space (azure/gcp/aws), all three of them would have to coordinate to kill other competition (since otherwise one of them could break from the deal and make their own money by betraying the other two), which is also very illegal.

And why would they even need to do something like that? AWS is wildly profitable anyway with enormous amounts of market share. When would it ever make sense for them to give up billions and billions and billions of dollars in profits to wipe out tiny cloud providers while also screwing up the economics of the space (changing people's expectations of how cloud should be priced meaning they won't accept prices as high as they are currently) and hoping and praying that GCP and Azure play along when it's time to hike prices back up?

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

#163
post #117

Earlier quoted context omitted.

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…

I'm an enterprise GCP customer, Google Support have a few superbly irritating habits: 1. They link to generic documentation that doesn't solve my problem 2. They insist that things that are clearly bugs aren't bugs until they're provided with some trivial reproduction case that satisfies them 3. They refuse to advise on issues with beta products despite half of GCP's products being in a beta 4. They are sometimes jus…

I am currently in a support role at a company(not GCP) with some pretty big enterprise customers and let me just say that supporting software is fucking hard.

You essentially have to be a systems engineer/sysadmin for every one of your customers with only as much context as your customer is willing to share.

I like my job, but please have mercy on support.

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

#164

Earlier quoted context omitted.

How effective are carbon credits at eliminating footprint? If company X runs an efficient datacenter with 80 GW wind and 20 GW coal power, and company Y runs a dumpy datacenter with 200 GW coal power, but company Y buys 200 credits, is company X still the one doing the most harm?

It's much more complex than this. You can't run a data center on wind. Data centers are all grid connected, so what really matters is the composition of generators on the grid (or at least the composition on the generators near the datacenter).

> It's much more complex than this. You can't run a data center on wind.

You certainly could run on it on a dedicated combination of any mix of wind/solar/hydro power and stored (e.g., battery or regenerative fuel cell) power you wanted to.

In practice, you'll probably want to connect it to the grid, but directed purchases on the grid, while they don't actually select which source really powers the DC, have all the practical effect of doing so.

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

#165

I would really love to know what the quarterly revenue is for just compute and storage, for each of the major cloud providers. Including things like G Suite and Office 365 just muddies the waters.

More specifically, they should just break these huge corporations up. Better for everyone long term, except maybe their tax dodging share holders. Google has conflicts of interest competing against their own cloud customers, some of whom are also ad customers, with products that get preferential treatment on the same platforms. Same for MS. Same for Amazon. Same for Apple. They each have overlapping businesses that a…

It is totally normal for corporations to dwarf nations in GDP. Corporations are far less powerful now then they used to be - during colonial times the british east india company was not only larger than many countries, it actually had it's own army twice the size of the british army and invaded and colonized and controlled many countries. If we're talking about corporate dictatorship, it's been far far far far worse than google competing with their own customers.

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

#166

Earlier quoted context omitted.

Will this meme please die. https://www.neowin.net/news/microsoft-q1-2020-earnings-reven... Office is not counted in cloud. It’s counted in “Productivity and Business Processes”.

Wow, so they must be really overcharging their customers if they have a small % of the market share but such a high run rate?

> Wow, so they must be really overcharging their customers if they have a small % of the market share but such a high run rate?

That...doesn't even make sense. He premise doesn't even have a rational connection to the conclusion.

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

#167
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 know I'm nit-picking, but what's wrong with Valve's handling of Portal? It is a highly-successful franchise that continues to pay dividends for them with no further investment on their part, if I understand correctly.

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

#169
post #117

Earlier quoted context omitted.

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…

I'm an enterprise GCP customer, Google Support have a few superbly irritating habits: 1. They link to generic documentation that doesn't solve my problem 2. They insist that things that are clearly bugs aren't bugs until they're provided with some trivial reproduction case that satisfies them 3. They refuse to advise on issues with beta products despite half of GCP's products being in a beta 4. They are sometimes jus…

To be fair I too probably wouldn't accept something as a bug until provided by a trivial reproduction case. I have seen too many developers call things bugs before looking at their own code.

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

#170
post #163

Earlier quoted context omitted.

I'm an enterprise GCP customer, Google Support have a few superbly irritating habits: 1. They link to generic documentation that doesn't solve my problem 2. They insist that things that are clearly bugs aren't bugs until they're provided with some trivial reproduction case that satisfies them 3. They refuse to advise on issues with beta products despite half of GCP's products being in a beta 4. They are sometimes jus…

I am currently in a support role at a company(not GCP) with some pretty big enterprise customers and let me just say that supporting software is fucking hard. You essentially have to be a systems engineer/sysadmin for every one of your customers with only as much context as your customer is willing to share. I like my job, but please have mercy on support.

You are 100% right, but it's worth noting that this is why there's a whole model of b2b interaction that involves embedded engineers partnering with a company to solve their specific problems (IBM, SAP, etc.).

The reason Google support has a hard time of it is Google doesn't offer that model to all its customers, just the ones that can pay a lot of money. But support still has the job of helping everyone else (with all the challenges you've described that such entails).

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