GCP doesn't need to beat AWS. It doesn't even need to increase market share, really: the cloud market as a whole is growing rapidly, and more money is more mone

GCP doesn't need to beat AWS. It doesn't even need to increase market share, really: the cloud market as a whole is growing rapidly, and more money is more money, regardless of bragging rights. It just needs to get to profitability. There's also a strategic aspect of clipping the wings of AWS by providing a BATNA in the big deal negotiations. With Amazon significantly cutting into Google's advertising market share, it needs another front to put pressure on its strongest competitor. If Google can prevent $10B in Amazon profits by burning $5B of its own money, that's arguably a win.