It's hard to believe cloud won't be profitable. You are selling one of the world's greatest engines of innovation (computing) using a proven delivery model (int

It's hard to believe cloud won't be profitable. You are selling one of the world's greatest engines of innovation (computing) using a proven delivery model (internet services). Combine that with very low execution risk, since big tech has been self-consuming computing as a service over 20 years of growth. It would almost be irresponsible to leave this opportunity on the table. If Google lands in third place $a_small_percentage is actually quite large.