Earlier quoted context omitted.
How about the leak where they were debating killing it off?
I was thinking of both of those (considering killing it + the 2023 deadline) as a single leak.
Someone re-titled this HN post to be way more pro-Google.
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
#322Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud
#323Earlier quoted context omitted.
You mean like Google Fiber?
The purpose of Fiber was to push Comcast, ATT, and other incumbents to start installing fiber internet, which they have. Same as how Fi is focused on pushing cell phone providers to lower data costs and provide pay as you go, which they have. Cloud is selling extra server space in the same data centers that support Youtube.
So was part of that “purpose” to tear up roads by “micro trenching” and then abandon the effort?
And they aren’t just selling spare capacity. They are purposefully building out servers and products for customers.
Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud
#324I can't imagine a more damaging leak for Google Cloud. A company that's already notorious for abandoning projects now has a public date for when they'll abandon cloud. How could anyone in their right mind start building on GCP? They may as well shut it down today.
Stadia would probably crumble alongside GCP by necessity too, right?
By this strategy, which disregard customer confidence completely, considering that Stadia isn't exactly well received, I seriously doubt I will put my money on it getting anywhere.
Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud
#325The clock is ticking for Google Cloud. 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. That should give any Enterprise thinking about going all in on GCP a warm and fuzzy. When I say how can you trust Google for your infrastructure seeing how they…
Almost seems like it would have people looking for the eject button.
My impression is that that has already happened... at multiple levels in the company.
Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud
#326Earlier quoted context omitted.
Stadia is a brute force attempt to grow GCP revenue
The Stadia pro tier fee is just $9.99/mo. The GPU and CPU you could consume playing a AAA game on that (yes, even on the purported "medium" settings) for just a few hours a day surely far exceeds what it could be sold for wholesale.
unless all those compute resources are just sitting idle anyway, so why not get something for them, even at a (deep) loss
Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud
#327I can't imagine a more damaging leak for Google Cloud. A company that's already notorious for abandoning projects now has a public date for when they'll abandon cloud. How could anyone in their right mind start building on GCP? They may as well shut it down today.
"That timeline was devised early last year, after an intense monthslong debate among senior leaders at Google and its parent company Alphabet over the future of the cloud business, a person with direct knowledge of the matter told The Information." Can't imagine a leak like that happening. This leak could very well have been planted by MS or Oracle to help them sell their own cloud to clients.
This leak could very well have been planted by MS or Oracle to help them sell their own cloud to clients.
You can't plant a leak, if it's planted by a 3rd party it's either a lie it's or a leak.
Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud
#328Earlier quoted context omitted.
Stadia is a brute force attempt to grow GCP revenue
The Stadia pro tier fee is just $9.99/mo. The GPU and CPU you could consume playing a AAA game on that (yes, even on the purported "medium" settings) for just a few hours a day surely far exceeds what it could be sold for wholesale.
Don't forget that they value new ways of spying on users at a non-zero dollar amount, and probably intended to slap ads all over the interface (maybe—maybe—not the games themselves) to make up the difference, or at least were holding that possibility in reserve in case it was needed or they just wanted to kick returns up a notch later (I'd be shocked if it didn't come up in any "decks" used to sell the project internally).
Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud
#329You have to wonder whether "must be number 1 or 2" came out of some pop-management text. What exactly is wrong with being on the list of potential cloud providers for almost every project? Have you ever been on a non-MS project where someone didn't at least mention GCP instead of AWS? Google being as profitable as it is can afford options. Why not sit around in number 3 spot?
They have to fight even for the #3 spot. They're currently losing to Alibaba!
Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud
#330I couldn't help but laugh out loud when I saw this headline on Twitter. It's just kisses fingers . So now that everyone knows they are waffling on whether to stay in the business (and have a deadline), Microsoft and Amazon just need to increase the competitive intensity for the next few years to drive Google out and instead of cloud computing being an oligopoly it'll be a duopoly. If you're a startup you should serio…
This is a ridiculous interpretation. If Jeff Bezos sent an email to the company saying "We want retail revenue to increase by X% by 2023" would you assume that they'd shutter the whole thing if they didn't meet that goal? Of course not. Why is a goal and strategy for Google treated differently?
If he sent an email to the company saying "We want retail revenue to increase by X% by 2023 or we will decrease our investments in the retail parts of the company" I might be worried that the retail parts of the company were going to enter into a death spiral given Amazon's problems with quality control already.
If I also thought it was unlikely that they would hit their target I would be really worried (assuming of course I had any reason to actually worry about how Amazon's business was doing)
If we were talking about a company that had a history of shutting down successful divisions because they were not successful enough I would think "hey 2023 is when the shutting down process is likely to start"