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What is Google doing with its open source teams?

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Re: What is Google doing with its open source teams?

#41
post #34

Earlier quoted context omitted.

Pichai never fully supported google cloud either. The fact google cloud exists is thanks to Amit Singh’s leadership. Palo Alto networks is lucky to have such a visionary CBO at their helm.

Google should have never been in the cloud business to start with. It is a race to the bottom, and revenue depends on your ability to scale up staff - a model Google doesn't have in any of it's other businesses.

Scale up staff? That’s not the cloud business at all. It’s scale up infrastructure and services independently of staff, 100%. Source: I was there

Re: What is Google doing with its open source teams?

#43
post #34

Earlier quoted context omitted.

Google should have never been in the cloud business to start with. It is a race to the bottom, and revenue depends on your ability to scale up staff - a model Google doesn't have in any of it's other businesses.

You should tell AWS about that race to the bottom while they continue to produce a majority of Amazon's profit.

Advertising is way more profitable than AWS. https://www.forbes.com/sites/jasongoldberg/2022/02/04/amazon...

Re: What is Google doing with its open source teams?

#44
post #34

Earlier quoted context omitted.

Google should have never been in the cloud business to start with. It is a race to the bottom, and revenue depends on your ability to scale up staff - a model Google doesn't have in any of it's other businesses.

You should tell AWS about that race to the bottom while they continue to produce a majority of Amazon's profit.

Someone can still win a race to the bottom. Look at Walmart a generation ago in retail.

Re: What is Google doing with its open source teams?

#46
post #34

Earlier quoted context omitted.

Pichai never fully supported google cloud either. The fact google cloud exists is thanks to Amit Singh’s leadership. Palo Alto networks is lucky to have such a visionary CBO at their helm.

Google should have never been in the cloud business to start with. It is a race to the bottom, and revenue depends on your ability to scale up staff - a model Google doesn't have in any of it's other businesses.

Anybody who's not Amazon didn't get into the cloud business for profit: they did it for survival.

Post-AWS launch, writing was on that wall that amortizing your (already large) infrastructure costs across paying customers would be the only way to afford a certain scale and geographic distribution of hardware that was a prerequisite to taxing future value.

Re: What is Google doing with its open source teams?

#47
post #34

Earlier quoted context omitted.

Google should have never been in the cloud business to start with. It is a race to the bottom, and revenue depends on your ability to scale up staff - a model Google doesn't have in any of it's other businesses.

Scale up staff? That’s not the cloud business at all. It’s scale up infrastructure and services independently of staff, 100%. Source: I was there

Nope. Major accounts require tons of dedicated technical resources and hand holding. You might not have been directly involved, but the people side of Cloud is scaling out of control right now - even during "hiring freeze" and layoffs.

Re: What is Google doing with its open source teams?

#49

I've no inside knowledge on Google, so can't comment on the rationale for selecting those being let go. From the outside though, Google under Pichai increasingly looks like Microsoft under Ballmer in the late 2000s/early 2010s. Balmer was lauded for delivering good numbers from a dominant market position. That was fine - until it wasn't. Under his watch, Microsoft completely misjudged the internet and totally missed…

This doesn't quite line up for me. Ballmer, for his lack of technical foresight, managed an incredibly profitable business. People act like anybody could have just stepped in to milk Windows and Office for all they were worth, but the focus and execution are easy to scoff at in hindsight. If MS had focused on mobile, who's to say they would have succeeded? And perhaps in the process of losing, also ceded dominance to…

Ballmer succeeded in spite of tripping over his own feet repeatedly, not because of it.

https://www.theverge.com/2013/11/12/5094864/microsoft-kills-...

https://m.youtube.com/watch?v=eywi0h_Y5_U

Re: What is Google doing with its open source teams?

#50
post #47

Earlier quoted context omitted.

Scale up staff? That’s not the cloud business at all. It’s scale up infrastructure and services independently of staff, 100%. Source: I was there

Nope. Major accounts require tons of dedicated technical resources and hand holding. You might not have been directly involved, but the people side of Cloud is scaling out of control right now - even during "hiring freeze" and layoffs.

Those are all marginally profitable staff billed through post sales. Consulting business sides of tech companies shouldn’t be considered part of the core footprint as they’re profit centers based on staff scale. The core product itself is designed to scale independently of people, because the marginal person doesn’t increase profits while the marginal unit of infrastructure. Sources, I was directly involved.

Edit: my experience is with aws not gcp. Gcp is a bit of a non entity in enterprise cloud.

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