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Supposedly the funding for Google Cloud will go bye-bye if they don't beat Azure by 2023. They won't axe all of Google Cloud, but I bet they'll start killing se

Supposedly the funding for Google Cloud will go bye-bye if they don't beat Azure by 2023. They won't axe all of Google Cloud, but I bet they'll start killing services that don't make money. (Remember: Google is an advertising company; loss-leading cloud services don't help them sell ads)

Teknoman117 4y ago
Forgive my ignorance, but from a business perspective, is Google Docs, Drive, etc. considered part of Google Cloud or is GSuite distinctly different?
- gregsadetsky 4y ago
  G Suite / Workspace is not typically considered part of Google Cloud Platform (GCP), which is Google's equivalent/competitor to AWS and Azure.
- stingrae 4y ago
  They are pretty separate. It is like Azure (Google Cloud Platform) and Office365 (GSuite) for Microsoft.
- _4BuuS_ 4y ago
  From a business perspective it is part of Google Cloud overall. Seems like leadership doesn't stay long though. https://9to5google.com/2022/06/29/google-workspace-javier-soltero/ https://9to5google.com/2022/06/29/google-workspace-javier-so... https://www.linkedin.com/in/greg-tomb?trk=public_post_share-update_actor-text https://www.linkedin.com/in/greg-tomb?trk=public_post_share-...
senttoschool 4y ago
>Supposedly the funding for Google Cloud will go bye-bye if they don't beat Azure by 2023. Source on this? Also, Amazon was just an eCommerce store before AWS.
- gregsadetsky 4y ago
  This article/rumor from 2018-ish: https://news.ycombinator.com/item?id=21815260 https://news.ycombinator.com/item?id=21815260
  - senttoschool 4y ago
    I wouldn't put too much stock into something from 2018, which was a 3rd party report on a meeting in 2016.
    - 0xbadcafebee 4y ago
      The article is overblown but the point remains: if GCP doesn't stop shedding money, the business is not going to let it burn cash indefinitely on a fool's errand. There will be pull-back and we don't know what services (or regions) will be affected. This may be the first of a trend. "Google Cloud still operating at a loss despite revenue, client wins" (https://www.ciodive.com/news/google-cloud-revenue-Q2-2022/628283/ https://www.ciodive.com/news/google-cloud-revenue-Q2-2022/62...). Their revenue increased but so did their losses by about the same percentage. They are still 14% behind Microsoft's marketshare. They are leaning into a niche of "data, analytics, security", which is so broad that it won't take much for their competitors with much larger market share to eat their lunch. A year ago they said they'd be profitable by this time. A year before that they said the same thing. It's kind of sad. All that technology and nobody wants them, like a nerd without a date.
idunno246 4y ago
nah the article was really overblown. 'we've approved budget for five years. and our goal is to beat azure.' more or less, but that doesnt mean in five years there wouldn't be more budget approved, and it didnt seem like an ultimatum connecting the two. businesses dont plan infinite years out. while google cloud as a whole i dont see going away, individual products within it(like iot core) are gonna always be up for the chopping block
pjmlp 4y ago
Given that it is a two horses race for most businesses, I guess they should be cleaning up their CVs.

Teknoman117 4y ago

Forgive my ignorance, but from a business perspective, is Google Docs, Drive, etc. considered part of Google Cloud or is GSuite distinctly different?

gregsadetsky 4y ago
G Suite / Workspace is not typically considered part of Google Cloud Platform (GCP), which is Google's equivalent/competitor to AWS and Azure.
stingrae 4y ago
They are pretty separate. It is like Azure (Google Cloud Platform) and Office365 (GSuite) for Microsoft.
_4BuuS_ 4y ago
From a business perspective it is part of Google Cloud overall. Seems like leadership doesn't stay long though. https://9to5google.com/2022/06/29/google-workspace-javier-soltero/ https://9to5google.com/2022/06/29/google-workspace-javier-so... https://www.linkedin.com/in/greg-tomb?trk=public_post_share-update_actor-text https://www.linkedin.com/in/greg-tomb?trk=public_post_share-...

senttoschool 4y ago

>Supposedly the funding for Google Cloud will go bye-bye if they don't beat Azure by 2023. Source on this? Also, Amazon was just an eCommerce store before AWS.

gregsadetsky 4y ago
This article/rumor from 2018-ish: https://news.ycombinator.com/item?id=21815260 https://news.ycombinator.com/item?id=21815260
- senttoschool 4y ago
  I wouldn't put too much stock into something from 2018, which was a 3rd party report on a meeting in 2016.
  - 0xbadcafebee 4y ago
    The article is overblown but the point remains: if GCP doesn't stop shedding money, the business is not going to let it burn cash indefinitely on a fool's errand. There will be pull-back and we don't know what services (or regions) will be affected. This may be the first of a trend. "Google Cloud still operating at a loss despite revenue, client wins" (https://www.ciodive.com/news/google-cloud-revenue-Q2-2022/628283/ https://www.ciodive.com/news/google-cloud-revenue-Q2-2022/62...). Their revenue increased but so did their losses by about the same percentage. They are still 14% behind Microsoft's marketshare. They are leaning into a niche of "data, analytics, security", which is so broad that it won't take much for their competitors with much larger market share to eat their lunch. A year ago they said they'd be profitable by this time. A year before that they said the same thing. It's kind of sad. All that technology and nobody wants them, like a nerd without a date.

idunno246 4y ago

nah the article was really overblown. 'we've approved budget for five years. and our goal is to beat azure.' more or less, but that doesnt mean in five years there wouldn't be more budget approved, and it didnt seem like an ultimatum connecting the two. businesses dont plan infinite years out. while google cloud as a whole i dont see going away, individual products within it(like iot core) are gonna always be up for the chopping block

pjmlp 4y ago

Given that it is a two horses race for most businesses, I guess they should be cleaning up their CVs.