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Google Cloud Worth $225B, Deutsche Bank Says

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31–40 of 221 posts

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

#31
post #22

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.

Not that I want to defend Google or anything, but there are some impressive customers here [1] [1] https://cloud.google.com/customers

That list is probably the exact list of google customers that get any real support from google

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

#32
post #13
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.

I never have any luck figuring out how to do most things in GCP. The disjointed UIs, the documentation that is out of date, etc leave me just going back to AWS.

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

#33
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).

UI is not that bad, but the product is very complicated for startups. For example, I can create a website on Azure with just a few clicks as a single item in my account. On AWS, (even if I use Beanstalk) I have to create VPC, load balancer, security groups, S3 bucket for code and a lot of other things... not easy to manage and takes a lot of time!

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

#35
post #22

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.

Not that I want to defend Google or anything, but there are some impressive customers here [1] [1] https://cloud.google.com/customers

This HN thread was interesting to say the least

https://news.ycombinator.com/item?id=17431609

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

#36
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).

Why people keep saying that GCP UI/UX is good. Is it because of Firebase? Because granted, that's a very nice UX. But when you log in to the GCP console that thing is a fucking mess. Way more complicated than AWS, with a very subpar UX...

And don't get me started with their documentation. What a piece of crap. It's like nobody thought that things of this nature require a clear hierarchy. It's just a blob of concepts organized in no meaningful way... Not saying that AWS is perfect, but at least with their documentation, you just gotta keep reading until you find what you need. With Google Cloud sometimes you hit these walls that take you out of context and the only solution is to close that tab and start again.

Ohh. And just to be fair with everyone crappiness in this space, Azure is even worse. Their console is another horrible experience.

Nobody in this industry thought about the UX of these things. They are all disastrous...

And believe me that I have studied this from multiple angles. I worked at AWS for two years trying to solve UX issues and it's just an endless battle. Developers deserve better user experiences... Nobody is thinking about this with the intensity and focus that it deserves.

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

#37
post #25

Google Cloud is worth $225B and Waymo is worth $100B [1], so the rest of Alphabet is worth less than $500B in market cap? The math doesn't add up. [1] https://www.cnbc.com/2019/09/27/waymo-valuation-cut-40percen...

It's actually consistent. The point here is that Google Cloud is undervalued, hence the high buy rating with a target of $1.6k. That would imply a market cap of $~1.1 trillion, meaning that the worth of the rest of Alphabet (sans Cloud/Waymo valued @ $335B) would be $775B.

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

#39
post #34

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

Softbank != "the big banks" The public markets did what they were supposed to do to WeWork.

To be fair it was the weWork ipo roadshow banks that came up with that fantastic number

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

#40

Incredible. They don't even mention Amazon.

AWS are just developer tools and hosting, right? Google Cloud includes both GCP and gsuite, so it is more like Microsoft office 365 combined with Microsoft Azure.

For now. The next logical extension of AWS, as they saturate the tools / hosting aspect, is to begin eating the ecosystem of software businesses that depend on them. They'll tread carefully and will do it non-the-less.

It's the same thing every platform or large service ends up attempting. From Reddit to Twitter to Google to Microsoft & Windows and so on.

Amazon understands that well, they're aggressively doing it in retail. It's guaranteed they will do it with AWS. As its growth rate slows, they'll accelerate that cannibalize-your-customers (CaaS, or CYCaaS) as the next growth opportunity.

Generic CRM, targeting Salesforce and Oracle. Etc. Amazon will view these types of offerings as just another block of software service on top of their AWS structure. The playbook is that Oracle's margin is their opportunity and it doesn't stop at databases.

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