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Strategically speaking, Google can’t kill GCP. Unlike Stadia, or Reader, or any of the n messaging apps they’ve developed, GCP is widely popular. It’s bigger in
by streblo 4y ago
Strategically speaking, Google can’t kill GCP. Unlike Stadia, or Reader, or any of the n messaging apps they’ve developed, GCP is widely popular. It’s bigger in terms of market share than many public companies in the space, e.g. Digital Ocean. There are large public companies deployed on GCP. The repercussions of killing GCP are not like the repercussions of killing Stadia. It’s not just sunk costs we’re talking about. It’s real and growing revenue that would be at stake. I don’t think Google can outright kill it at this point.
- stingraycharles 4y agoThe real risk is them sunsetting individual services, rather than the entire platform. I couldn’t imagine it making any strategic sense whatsoever to kill the whole platform.
- myko 4y agoI think you're right, but the perception that Google kills things off for no reason is strong, and will lead to less folks using GCP. The brand is in a slow death spiral, I'm not sure it can recover.
- acdha 4y ago> Strategically speaking, Google can’t kill GCP. Unlike Stadia, or Reader, or any of the n messaging apps they’ve developed, GCP is widely popular. It’s a distant #3, likely to become #4 if Alibaba can find another 1-2% share somewhere. I would not make any assumptions about Google killing an unprofitable unit or, more likely, selling or back-burnering it to focus on maximizing profit at the expense of future growth.
- mping 4y agoDo people actually consider Alibaba and GCP? I would wager that most of the potential customer base of the two don't intersect.