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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

#701

Post by oaiey »

samspenc wrote: post #182
rumanator wrote: post #56

Earlier quoted context omitted.

> 1) The article. That only means that the team's head is on the chopping block. That's all. > 2) How Google treats all of its other "underperforming" products. This assertion is utterly absurd as you're describing the world's third largest cloud provider, and thus one of the dominant players, of being "underperforming" and justifying pulling the plug on a 8 billion-dolar a year business.

I believe the 8 billion a year number includes its G-Suite products. My understanding is that GCP itself makes only around 1-2 billion a year (excluding G-Suite). That doesn't seem enough to cover the CapEx, OpEx and engineering costs they are sinking into keeping GCP running. Only Amazon breaks out its AWS numbers completely today, but the other cloud providers bundle their cloud computing numbers together with othe…

Is not Amazon also doing this. Just that no one uses Amazon's Word (I just know it exists do not know even its name) :)

Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud

#702

Post by nunez »

res0nat0r wrote: post #672
QuinnyPig wrote: post #546

Earlier quoted context omitted.

This is the entire problem. Swap “Google” for “AWS” in the article and you’d have legions of folks calling foul on the article. Instead, most folks are nodding along to the article going “yep, seems like something Google would do all right…” Google’s problem remains its reputation for turning things off.

The issue is that folks here think GCP is the same thing as Google Reader. That's absurd. Google is currently building a massive $500 million datacenter outside of Reno as we speak, and has 10+ billion invested in their datacenter cloud offering buildout this year alone. GCP and the entire physical infrastructure isn't going to get "turned off" if it isn't #1 in the market in 3 years, that's just silly. https://9to5g…

It could be like what they are doing with Google Fiber where it doesn't die suddenly, but it doesn't grow either.

Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud

#704

Post by shadowtree »

gamblor956 wrote: post #434
shadowtree wrote: post #239

They put the guy that ran ORACLE'S CLOUD STRATEGY in charge of GCP. ORACLE'S. CLOUD. STRATEGY. Let's hire Thomas Kurian, bang up job on Fusion and ... oh wait, what do you mean with 'total failure'? Oracle bought Sun, it had the keys to be the third force against AWS and MSFT - and they totally blew it. Just an amazing fumble, worse than MSFT and smartphones.

Are we talking about the same Oracle Fusion that powers most of the world's corporation's accounting backends today (including Netsuite, which Oracle acquired several years ago)? Because if so, he did a pretty good job of achieving his objective: establishing market dominance in the face of superior competing products. Hiring Kurian is a message to investors that Google is serious[1] about trying to take over the clo…

No, you misspelled SAP. NetSuite was an acquisition, helps with the stats.

Note that Amazon declared itself Oracle-free this year, to big fanfare. SFDC is ripping out Oracle too - their single largest DB customer.

ORA is a dead man walking, just like IBM. Zombie momentum will keep them going for a looooong time.

Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud

#705

Post by eitland »

adventured wrote: post #643
rhizome wrote: post #577

Earlier quoted context omitted.

> Google’s problem remains its reputation for turning things off. I'd put it this way: Google has a reputation for turning things off, but its _problem_ is an inability to stop doing that, to commit to its users/customers. In other contexts this could be written in terms of addiction. If I were Sergey and Larry, this would be the thing I'd be retiring over, and I'm not sure Suchar can change it.

If Satya Nadella could get Microsoft to move beyond its Windows-all-or-nothing pathology, someone in charge at Google (including the two founders that vote-control the entire company directly - they can de facto hand Sundar the power to act as he needs to) can trivially put a stop to the relationship commitment issues at Google.

Microsoft has changed. A lot.

But there still seems to be a fight going on in the cockpit.

Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud

#706

Post by oaiey »

dragonwriter wrote: post #696
BurritoAlPastor wrote: post #678

Earlier quoted context omitted.

Agreed that Google isn’t going to announce one day that they’re going to demolish all the datacenters in 30 days, but that doesn’t mean that GCP has any guaranteed future either. If Google leadership decides to walk away from cloud hosting, it’ll come in the form of reallocated engineers, reduced headcount, smaller conferences, and a general transition to “maintenance mode”. (At which point it’s a corporate backwater…

> that doesn’t mean that GCP has any guaranteed future either. Nothing has a guaranteed future. > AWS and Azure won’t slow down development As long as it's paying off, they won't, and AWS maybe for longer even if it isn't. But Microsoft is no stranger to making investments in offerings and letting them stagnate or outright killing them if they don't pay off.

And which Enterprise product we are talking here?

Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud

#707

Post by eitland »

dragonsh wrote: post #675
jbigelow76 wrote: post #660

Earlier quoted context omitted.

Its far from trivial to change an entire corporate culture on a dime. You can say that, but when it's a response to the fact that Microsoft did that EXACT THING on the the scale in which they did it your statement doesn't hold any water. Go back in time and walk onto the Microsoft campus in Seattle and tell anyone that will listen in say 1995, 1999, 2001, 2007, or 2012 that Windows licensing is a dead end and see if…

I am not sure why you are saying Microsoft transformed, its still the same old one now trying to embrace Linux as it runs as the main workload on Azure instead of windows. This is just done for survival, otherwise Microsoft would have gone to irrelevance. Windows and Office licenses are still the main driver for Microsoft, just with accounting tricks and office 360 made into cloud revenues. This is an investor story…

> I am not sure why you are saying Microsoft transformed, its still the same old one now trying to embrace Linux

I'm one of those persons who upsold friends, families and at least one boss on to use Linux.

I'm not a business analyst but I can say that Microsoft has transformed. I still prefer Linux as does a number of fellow sysadmins and developers, but Microsoft has changed to the point where they are not a problem to us anymore. Azure portal works equally well from Firefox on Linux as from Internet Explorer or Edge on Windows.

> as it runs as the main workload on Azure instead of windows. This is just done for survival, otherwise Microsoft would have gone to irrelevance.

The best reason for transformation in fact: because the subject realizes it is in their own best interest to change and it improves their situation.

> Windows and Office licenses are still the main driver for Microsoft, just with accounting tricks and office 360 made into cloud revenues.

I don't know.

> This is an investor story to jack up the stocks. They are no better than google when it comes to platform lock-in. On top of it having used Azure services, I can say without a doubt its inferior to Amazon and Google cloud experience.

I've used Amazon (two years, narrow experience) and Google Cloud (two years, broader but possibly shallower experience, certified) and now Azure lately.

So far, inferior is not the word I would use. I'd possibly stick with different or something neutral.

Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud

#708

Post by dodobirdlord »

username90 wrote: post #489
devy wrote: post #447

Earlier quoted context omitted.

I agree your sentiments here. The goal for Alphabet is to make Cloud platform business profitable not shutting it down. From this article it looks like it hasn't been so since 2014 after GOOG gave it full attention. And to be profitable, Alphabet execs thought it has to be within top 2 to be profitable, I am unsure if that's true, given the cloud business is still a slow and painful transition process for Fortune 100…

I feel it would be enough for Google to become a customer to GCP for it to become profitable.

I imagine the Search/Ads SRE team would tell the GCP team that they can have their infrastructure when they pry it out of their cold dead hands.

Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud

#709

Post by jlj »

res0nat0r wrote: post #672
QuinnyPig wrote: post #546

Earlier quoted context omitted.

This is the entire problem. Swap “Google” for “AWS” in the article and you’d have legions of folks calling foul on the article. Instead, most folks are nodding along to the article going “yep, seems like something Google would do all right…” Google’s problem remains its reputation for turning things off.

The issue is that folks here think GCP is the same thing as Google Reader. That's absurd. Google is currently building a massive $500 million datacenter outside of Reno as we speak, and has 10+ billion invested in their datacenter cloud offering buildout this year alone. GCP and the entire physical infrastructure isn't going to get "turned off" if it isn't #1 in the market in 3 years, that's just silly. https://9to5g…

> Google is currently building a massive $500 million datacenter..

Money talks. Culture talks louder.

Re: Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud

#710

Post by dodobirdlord »

jacquesm wrote: post #523
altgoogler wrote: post #414

Googler here. My opinions are my own; I have no non-public knowledge on this topic. I do not understand the hyperbole around this report. Nowhere does it say that Google plans to shutter GCP if it doesn't reach #1 by 2023. > said people with knowledge of the matter. As in, people who may not have even been at said meeting which took place nearly two years ago, under a different VP and now a different CEO, and saw som…

> Nowhere does it say that Google plans to shutter GCP if it doesn't reach #1 by 2023. No, but it also doesn't say they're in for the long haul in case they don't end up on top and with Google's well documented and long history of killing products you really can't fault people for wondering if it is wise to build on top of GCP no matter what the advantages.

> Google's well documented and long history of killing products

How long will this tired meme continue to have legs for? Sheesh. Google is not going to shutter GCP right after spending billions of dollars on datacenters and fiber cables. The fact that HN is even entertaining the concept is embarrassing and speaks volumes about fall in the quality of discussion.

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