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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

#851

Post by eejjjj82 »

"Last quarter, nearly all of the company’s $40.5 billion in revenue came from advertising. Meanwhile, a collection of newer businesses that Alphabet lumps together as “other bets” in its financial statements, including the self-driving car unit Waymo, generated a mere $155 million in revenue while incurring operating losses of nearly $1 billion."

This is purposefully misleading.

From the Q3 2019 10-Q: https://www.sec.gov/ix?doc=/Archives/edgar/data/1652044/0001...

Ad revenue: 33.9B Other revenue: 6.4B

"Google other revenues consist primarily of revenues from: Apps, in-app purchases, and digital content in the Google Play store; Google Cloud offerings; Hardware; and YouTube subscriptions."

"Other revenues" is up nearly 40% q/q compared to Q3 2018:

"Our Google other revenues increased $1,788 million and $4,639 million from the three and nine months ended September 30, 2018 to the three and nine months ended September 30, 2019, respectively. The growth was primarily driven by revenues from Google Cloud offerings as well as revenues from Google Play, largely relating to in-app purchases (revenues which we recognize net of payout to developers)."

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

#852

Post by Yizahi »

gerash wrote: post #623
scarejunba wrote: post #564

Earlier quoted context omitted.

This was genuinely not a factor when we signed a 1E8 deal with GCP. What was a factor: (non-exhaustive) * Access to their developers for core services * Discounts available * Quality of support * Access Controls / Audit / Budgeting * Dev Tools around Infra * Future Roadmap Not one of us ever would have chosen the shutdown of Plus/Reader/Wave as a factor. As a startup we hard pivoted in order to succeed. No surprise t…

I agree that this seems to be a narrative that exists only inside the HN bubble. The fact that a multi million dollar business decision is being made not by running numbers and future roadmap but by one guy in the meeting saying "wait! they shuttered Reader, my favorite RSS reader. Oh no, these other guys killed Zune, my favorite music player. Wait a minute, don't tell me these are the same people who killed Firephon…

Reputation does matter but depends on circumstances. We are discussing using a certain in-development chip from a giant company with a reputation of completely and utterly failed delivery of a chip in a related area (and lying to public). The first question I've asked - if they failed that thing just recently, how do we prepare for them possibly failing our new project? This is a serious problem to consider.

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

#853

Post by lwh »

They would have to bring something far more compelling compared to AWS if they are to gain much market share. Either in terms features or notable cost difference. Technical people with a general mistrust of them go into planning with GCP as a hesitant second or third choice. The traditional IT departments moving to Azure aren't going to consider the other vendors much when there's such a direct migration. Combined with headcount and capital cost reduction so clearly mapped out for them.

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

#854

Post by cyberpip »

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…

Google is an ad company that just happens to make other tech. They need to bifurcate the two in meaningful ways to re-establish trust.

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

#856

Post by EmberQuill »

angry_octet wrote: post #807
moksly wrote: post #794

Earlier quoted context omitted.

Amazon and Microsoft are much better at support though. I doubt you’ll see a lot of Google cloud in the European public sector where I work for instance. Google simply doesn’t know how to work with us or give us the reassurances we need to trust them. I’m by no means a AWA or Azure fanboy, I’m on the team that hopes we get a solid European alternative, but until we do both Amazon and Microsoft are leagues ahead of Go…

I remember vividly talking to a GCP saleswoman. I was asking her about technical things and process/pricing and she just kept saying things like "We're talking with $FIRSTNAME about that." And I was like, 'who is this $FIRSTNAME guy?' and then I realized it was the CTO. This guy is so far divorced from anything technical or policy it's absurd, he just produces content for his 1- and 2- up bosses to look good in press…

To illustrate your point about AWS, at my own workplace there are a few AWS people who are actually in our office once a week, sitting nearby just so they can be easily available to answer questions and work with us to design our architecture or assist in troubleshooting issues. I honestly can't imagine Google providing that level of dedicated support.
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