Think where the 3 major cloud operators come from: AWS: Eat-your-own-dogfood, consumer company Google: Eyeballs are our product, cloud,apps,services is a side

Think where the 3 major cloud operators come from: AWS: Eat-your-own-dogfood, consumer company Google: Eyeballs are our product, cloud,apps,services is a side-effect of our underlying ad business Microsoft: Developer first, keep people in our ecosystem, make it easy to adopt, hard to get out of. Google has good technical product inside GCP, nice fancy stuff like Spanner, etc. All spun out of their own requirements and needs, which is a scalable, invisible, processing engine. Their ad business has two sets of people, ad buyers that bid for their business and don't have alternatives, and anonymous viewers that google sells back to the ad buyers. They're rent-seekers that clip the ticket coming and going, using their search as the lock-in. No wonder they have trouble setting up a true B2B or B2C business. They're not built for it. Both AWS and Microsoft are at least either B2B or B2C and understand that it's not clipping the ticket, it's making margin over the cost of supply of goods and services. Microsoft has even learnt the lesson of losing your lock-in advantage of the desktop. Google has lost that fundamental trust to be able to both operate as a rent-seeker in the ad business while also delivering actual goods and services as a B2B/B2C business.