One of the things that google does is basically trade compute and storage (whether its a google search or gmail storage) for advertising revenue. In a world wh

One of the things that google does is basically trade compute and storage (whether its a google search or gmail storage) for advertising revenue. In a world where the public cloud is dominated by a handful of providers its likely (if not already the case) that AWS will become by far the biggest buyer (with the best economics) of compute and storage. Obviously there are many other barriers to competing with google, but if amazon could provision the amount of storage and compute needed for YouTube and search in the headroom of its public cloud (and even worse if AWS customers could do this for a cheaper cost than google itself) this would be a negative thing for google.