3 ms·

Again, their cloud accounts for 3% of the market. Right now, they have the $ to stay competitive. But when Amazon controls 54% of the cloud market, they simply

Again, their cloud accounts for 3% of the market. Right now, they have the $ to stay competitive. But when Amazon controls 54% of the cloud market, they simply won't be able to compete, at least not without taking resources from other places -- but those other places are drying up, and Google can't afford not to compete with Amazon. And if Google's future is dependent on Gmail and Docs, I'm afraid their future is bleak. They certainly face very serious competition from Microsoft in these areas, and Microsoft has a lot of advantages. But, Google's revenue is ~ $90 billion. They certainly can afford to make smart investments to avoid the fate of the dinosaur.

sangnoir 9y ago
> Right now, they have the $ to stay competitive. But when Amazon controls 54% of the cloud market, they simply won't be able to compete, at least not without taking resources from other places -- but those other places are drying up Another way to look at it is: if Google no longer needs all that computing power & bandwidth for search (which has hypothetically failed/not as profitable), how much can they discount it for 3rd parties and undercut Amazon?
codingdave 9y ago
Microsoft has a serious problem to deal with in their offerings - history. They have decades of bloat, backwards compatibility with old data, and a bad reputation to deal with. Google doesn't have to deal with that. As far as today's market share of the cloud... I just don't see the relevance. We're talking about what Google will become, not what the cloud market will become. We are at the early stage of an industry. Today's players may or may not be relevant in 10 years. So whether Google becomes a top player or a niche, the bigger point is that the future Google, big or small, won't be about Search ads.

3 ms·

Again, their cloud accounts for 3% of the market. Right now, they have the $ to stay competitive. But when Amazon controls 54% of the cloud market, they simply

by madmax96 9y ago

sangnoir 9y ago
> Right now, they have the $ to stay competitive. But when Amazon controls 54% of the cloud market, they simply won't be able to compete, at least not without taking resources from other places -- but those other places are drying up Another way to look at it is: if Google no longer needs all that computing power & bandwidth for search (which has hypothetically failed/not as profitable), how much can they discount it for 3rd parties and undercut Amazon?
codingdave 9y ago
Microsoft has a serious problem to deal with in their offerings - history. They have decades of bloat, backwards compatibility with old data, and a bad reputation to deal with. Google doesn't have to deal with that. As far as today's market share of the cloud... I just don't see the relevance. We're talking about what Google will become, not what the cloud market will become. We are at the early stage of an industry. Today's players may or may not be relevant in 10 years. So whether Google becomes a top player or a niche, the bigger point is that the future Google, big or small, won't be about Search ads.