Google Cloud Worth $225B, Deutsche Bank Says • Hacker News Board

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

#51

Post by whoisjuan » Fri, Oct 04, 2019, 5:00 PM UTC

maktouch wrote: post #46

whoisjuan wrote: post #36

Earlier quoted context omitted.

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…

In GCP, I çan see all my instances of all regions in one go. I can't do that with aws. In GCP, I can easily create networks between projects. It's really shitty to do in aws. In GCP, I can create a machine and everyone in my team automatically has ssh access. In GCP, I can make an instance, then mark the IP as reserved. In aws, I have to reserve the IP first. Aws UX is the worst. I use both on an everyday basis. I co…

It seems that you are talking about features. I never said that AWS UX isn't horrible. It is. But GCP is also pretty shitty. They don't deserve any praise in this area at all. They have useful features but that doesn't mean their UX is good.

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

#52

Post by frostyj » Fri, Oct 04, 2019, 5:00 PM UTC

lacker wrote: post #43

I was working at Google when AWS launched in 2006. The internal message was, we don't want to build a competitor. We have the technology to compete in this area, but it is fundamentally a low-margin business, whereas reinvesting in our core business is high-margin, so we should keep our infrastructure to ourselves. I wouldn't say the Google strategy was wrong per se - their stock has about 10x'd since then. But it's…

I thought margin on the cloud business is pretty high...

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

#53

Post by swarnie_ » Fri, Oct 04, 2019, 5:00 PM UTC

beambot wrote: 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 DB, if they knew what they were talking about then maybe they could have predicted their own share price sliding 97% in a decade.

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

#54

Post by adventured » Fri, Oct 04, 2019, 5:00 PM UTC

x86_64Ubuntu wrote: post #9

resoluteteeth wrote: post #3

Incredible. They don't even mention Amazon.

Kind of telling how the chart has Oracle, Adobe and Intel as "peers" but AWS is nowhere to be seen. I didn't even know Intel or Adobe had cloud offerings.

Adobe's market cap has gone from a stagnant $20-$30x billion, to being as valuable as SAP, in five years, solely due to their booming cloud subscription business. Previously the stock hadn't net climbed higher basically between the dotcom bubble in 2000 and 2013.

Here is their chart back to 1986:

https://i.imgur.com/lVeAGHQ.jpg

Sales were hardly moving for years and have soared since fiscal 2015, from $4.7b to $10.6b (last four quarters). In that time operating income more than tripled from $900m to $3b.

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

#55

Post by dglass » Fri, Oct 04, 2019, 5:00 PM UTC

sdan wrote: 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).

I find the GCP dashboard very confusing to navigate, and the material design does not help the information hierarchy one bit. I'd argue GCP is just as bad, if not worse, than AWS for beginners.

I'm already intimately familiar with the AWS dashboard. Just because GCP's dashboard has a bit more polish is not enough for me to switch. Even slightly lower prices may not be either.

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

#56

Post by outside1234 » Fri, Oct 04, 2019, 5:02 PM UTC

sidcool wrote: post #48

How much are AWS and Azure worth?

More. A lot more. Azure is growing 20 points faster than GCP and from a much higher base too (and I will point out that it is in Microsoft's DNA to run this sort of business, unlike Google's).

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

#57

Post by Aperocky » Fri, Oct 04, 2019, 5:02 PM UTC

duxup wrote: post #20

sdan wrote: 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).

Anecdotal story: I was working on a personal project where I wanted to try a "server-less" setup and I found Google's firebase authentication pretty handy and when I was looking into Firestore I found these handy videos on Youtube that Google made that I thought were pretty good introductions ... and they even updated the videos here and there so they weren't up to date. I felt like I understood how things worked pre…

Have you tried aws cli though? The whole thing is 100x easire in the command line and the documentation is 1000x better. There's even help pages you can get as you type in help. aws s3 help basically list a bunch of option to deal with s3 and you could read through and do exactly what you want. Not saying that console are useless but AFAIK all possible action through console can be a command that's (probably easier).

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

#58

Post by jon-wood » Fri, Oct 04, 2019, 5:02 PM UTC

whoisjuan wrote: post #36

sdan wrote: 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…

My theory on this is that the web console isn’t actually the real UX for cloud providers - their API is the UX, and the web console is just a thing that they fling in at the end because everything is meant to have one

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

#59

Post by dglass » Fri, Oct 04, 2019, 5:03 PM UTC

whoisjuan wrote: post #36

sdan wrote: 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…

Completely agree. GCP is confusing as hell to navigate. I don't need some polished up pretty looking UI. I need to be able to access my resources quickly and move around the dashboard easily. Things are scattered everywhere in GCP.

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

#60

Post by swarnie_ » Fri, Oct 04, 2019, 5:04 PM UTC

Working as a consultant in Europe.

Almost every business i walk in to has "something" in Azure (AD/SSO/Compute). 50-70% have "something" in AWS. Honestly under 10-15% have Google cloud products.

I work in the ERP segment so i like to think i experience a wide range of companies / cultures / budgets.