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I can say that Google is never even at the table for large-scale cloud migration strategies (though, to be fair, neither is Oracle). But their offerings also la

I can say that Google is never even at the table for large-scale cloud migration strategies (though, to be fair, neither is Oracle). But their offerings also lack Amazon’s powerful first-mover advantage or Microsoft’s ecosystem and developer reach. Beyond that it’s not evident that Google knows how to /support/ enterprise customers, let alone sell to them. It’s going to take more than adding a bunch of enterprise sales teams for them to make GCP a serious contender.

adventured 8y ago
To make matters worse, Larry Page has no demonstrated skill (expertise, history, success, et al) when it comes to competing in enterprise. He has no idea what to do. If he did, they wouldn't be where they are now in cloud. People widely dislike Ellison for understandable reasons, and yet he's an animal at doing all the things you have to to win in enterprise. From sales to the conferences to the non-stop public touting and everything in-between. Page isn't even in the same galaxy as Ellison when it comes to understanding how to fight it out in enterprise. Further to that point, he simply has no personal interest in it, clearly. There's nobody at the top in Google that knows how to compete in that arena. Amazon and Microsoft will continue to perpetually eat their lunch accordingly. Bezos personally promoted AWS in the early days, he knew the opportunity and was willing to work to capture it. Even Ballmer for all his faults as a tech CEO, coming from a sales background - and understanding enterprise well - he understood and was fine with Microsoft having to roll up its sleeves to compete in pursuit of the cloud opportunity. The rolling Google Cloud disaster starts at the very top.
- HillRat 8y ago
  That’s an excellent point — I can name multiple cases when Ellison personally sold $x00mm deals to CEOs at (quite literally) baseball games, and Nadella has made personal pitches for Azure for major opportunities, but are Page/Brin/Pichai going to do c-suite grip and grins? Doesn’t seem like their strong suit, and it would require a strategic-level bet on enterprise that I just don’t think they’re willing to make, given the fact that adtech is their major cash cow.

adventured 8y ago

To make matters worse, Larry Page has no demonstrated skill (expertise, history, success, et al) when it comes to competing in enterprise. He has no idea what to do. If he did, they wouldn't be where they are now in cloud. People widely dislike Ellison for understandable reasons, and yet he's an animal at doing all the things you have to to win in enterprise. From sales to the conferences to the non-stop public touting and everything in-between. Page isn't even in the same galaxy as Ellison when it comes to understanding how to fight it out in enterprise. Further to that point, he simply has no personal interest in it, clearly. There's nobody at the top in Google that knows how to compete in that arena. Amazon and Microsoft will continue to perpetually eat their lunch accordingly. Bezos personally promoted AWS in the early days, he knew the opportunity and was willing to work to capture it. Even Ballmer for all his faults as a tech CEO, coming from a sales background - and understanding enterprise well - he understood and was fine with Microsoft having to roll up its sleeves to compete in pursuit of the cloud opportunity. The rolling Google Cloud disaster starts at the very top.

HillRat 8y ago
That’s an excellent point — I can name multiple cases when Ellison personally sold $x00mm deals to CEOs at (quite literally) baseball games, and Nadella has made personal pitches for Azure for major opportunities, but are Page/Brin/Pichai going to do c-suite grip and grins? Doesn’t seem like their strong suit, and it would require a strategic-level bet on enterprise that I just don’t think they’re willing to make, given the fact that adtech is their major cash cow.