Earlier quoted context omitted.
Google Cloud (VMs, blob storage, databases) bring in multiple billions of revenue a year from enterprise. The company invested billions in new data centers and transferred large parts of intenral technical infrastructure into cloud to build these products over a decade. If Google Cloud (VMs, blob storage, databases) shut down, not only will large # of enterprises howl (data gravity is huge), Google will absolutely ha…
There’s no doubt that they have invested a lot of money but that doesn’t guarantee returns and data centers have a fair amount of cost to keep running. The big thing I’d like is to have Google Cloud broken out as a separate business. While it’s true that shutting it down would harm them, I haven’t gotten the impression that their management are especially concerned. As an enterprise customer of both, AWS seems way mo…
What's funny is there was a core of engineers back in 2009 who understood everything necessary to get the technical side of Cloud to be competitive with AWS, and mostly succeeded, but by then, it was clear that Google simply didn't know how to market to enterprises. The whole thing was a squandered opportunity and I simply did not understand at the time (2009-2011) just how unprepared Google's leadership was to expand beyond ads.