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Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud

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Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud

#181

Post by zapita »

century19 wrote: post #176
zapita wrote: post #144

AWS is unassailable as number one, but Azure is more fragile than they might appear in their #2 position. They use their Office online revenue to boost their numbers (EDIT: apparently they don't do that anymore) , and their utilization is probably lower than the competition because they rely heavily on bundling new cloud services into legacy contracts at renewal to reach their targets. So lots of Office / Outlook / A…

I don't think it's dreadful (but maybe no. 3) and I think Microsoft are the best out of the 3 at Enterprise sales. Google prob the worst of the 3 in that regard (and no. 1 with stack).

Yes, Google is absolutely the worst of the 3 in enterprise sales. I hope for their sake that Kurian can fix that.

Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud

#182

Post by samspenc »

rumanator wrote: post #56
echelon wrote: post #48

Earlier quoted context omitted.

From two sources. 1) The article. > The Google unit, which sells computing services to big companies, is under pressure from top management to pass Microsoft or Amazon—currently first and second, respectively, in cloud market share—or risk losing funding. 2) How Google treats all of its other "underperforming" products.

> 1) The article. That only means that the team's head is on the chopping block. That's all. > 2) How Google treats all of its other "underperforming" products. This assertion is utterly absurd as you're describing the world's third largest cloud provider, and thus one of the dominant players, of being "underperforming" and justifying pulling the plug on a 8 billion-dolar a year business.

I believe the 8 billion a year number includes its G-Suite products. My understanding is that GCP itself makes only around 1-2 billion a year (excluding G-Suite). That doesn't seem enough to cover the CapEx, OpEx and engineering costs they are sinking into keeping GCP running.

Only Amazon breaks out its AWS numbers completely today, but the other cloud providers bundle their cloud computing numbers together with other "cloud" numbers, so it makes it very confusing to keep track of what numbers people are talking about.

Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud

#183

Post by JumpCrisscross »

echelon wrote: post #20

Oh my god. How is Google so clueless to let this leak? Now that we know they're not invested in a Google cloud beyond 2023, what reason does anyone in their right might have to use their services? I was previously considering GCP. And now I'm not. Great job, Google. You're so short-sighted you'll remain in adtech forever. Not even your founders could keep interest. This leak was a billion dollar mistake. And I'm grat…

> How is Google so clueless to let this leak?

If you create a culture of intense internal competition, where identities are tied to subunits (e.g. a product team) over the company, you incentivise leaks. Google's elitist, "product founder" driven culture, unmonitored by a detached leadership, almost guaranteed this sort of sniping and in-fighting.

Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud

#185

Post by dave5104 »

the-pigeon wrote: post #124
mullingitover wrote: post #120

Earlier quoted context omitted.

Google has a well established track record of killing things that aren't working out.

Worst than that. Google only seems interested in huge successes. Things like Google Reader had healthy user bases when Google came for them in the night. They could even sell most of the products they murder to someone else for millions.

> Things like Google Reader had healthy user bases when Google came for them in the night.

I wonder if anyone in Google management ever looks back and regrets that decision?

It's still always being brought up, even 6.5 years later.

Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud

#186

Post by faizshah »

This is insane, GCP has been a great experience for me and I have even been working on getting their certs now because I like working with it that much despite them currently being worthless.

Its crazy that they would even consider closing google cloud after gaining so much traction. Especially with BigQuery, Dataflow, Firebase, Kubernetes engine and Cloud Run being at the bleeding edge of where the industry is going. Dialogflow is also hitting at the right time where smart home products and home automation are becoming mainstream.

How do they expect to do in 7 years (launch of compute engine) what Amazon did in 13? Its crazy that they would be so unreasonable.

Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud

#187

Post by zapita »

Analemma_ wrote: post #174
zapita wrote: post #144

AWS is unassailable as number one, but Azure is more fragile than they might appear in their #2 position. They use their Office online revenue to boost their numbers (EDIT: apparently they don't do that anymore) , and their utilization is probably lower than the competition because they rely heavily on bundling new cloud services into legacy contracts at renewal to reach their targets. So lots of Office / Outlook / A…

This comment is way out of date, Microsoft started reporting O365 revenue separately from Azure revenue years ago.

Thanks for the heads up, I added an EDIT. Have they stopped the bundling of Azure in renewals also?

Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud

#188

Post by ww520 »

cek wrote: post #12

Reminds me of Ray Noorda[1]. Nothing good ever happens when companies focus entirely on their competitors. If Google really wants to beat Amazon & Microsoft in "Cloud", they should focus entirely on the customer and the value they can provide that customer. [1] https://en.wikipedia.org/wiki/Ray_Noorda

History is repeating itself. Google+ was fixated on Facebook, and ...

Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud

#190

Post by solarkraft »

londons_explore wrote: post #126
sneak wrote: post #33

Earlier quoted context omitted.

Just spitballing: what if they rented compute based on sandboxed access to the huge trove of behavioral and activity data they have on their users (which amounts to everyone who uses the web)? It would be the ultimate differentiator. The only potential competitor would be Facebook, who doesn’t offer cloud services.

It's next to impossible to do this at scale while maintaining user privacy. There are some differential privacy techniques which might help, but so far they're rather hard to use and there is no tooling for such things.

The trick is to not care.
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