4 ms·

There are rumors about what's going on internally regarding GCP, but by all accounts Google is still investing heavily in GCP and their current growth trajector

by qqtt 4y ago

There are rumors about what's going on internally regarding GCP, but by all accounts Google is still investing heavily in GCP and their current growth trajectory means profitability is almost inevitable. Azure & AWS have relatively stagnant growth and there are more and more signs that the growth of GCP is coming at potential market share from AWS/Azure. https://www.sdxcentral.com/articles/analysis/google-grabs-growth-share-from-amazon-microsoft/2022/10/ https://www.sdxcentral.com/articles/analysis/google-grabs-gr...

fbdab103 4y ago
The way I am reading that link, AWS + Azure both increased revenue from last year (33% to 34% and 20% to 21%)? The article says GCP currently increased from 10%->11%. Which is not say anyone should stay content, but it looks like GCP still has a long road ahead.
acdha 4y ago
I'm not saying it's a done deal but I think Yegge's rant holds up well. 10 years later, GCP has fallen behind Microsoft and is still a third of AWS' share. What would concern me more as a Google shareholder, however, is the relative feature set and progress — I use both professionally and GCP has been a real disappointment for how periodically running into basic functionality which is a checkbox on AWS but on GCP is a 2 year old issue in their tracker with no progress and a suggestion that you build/buy something and run it yourself. It's not like you can't use it successfully but it's hard to shake the feeling that one of these companies is a lot more committed than the other (which started having to cajole them to show up and sell their product). More succinctly, I’ve recently seen a number of AWS announcements for things which make my life easier and/or save money, some of which I am already using. The last news I got from GCP was that cloud storage prices are going up.

4 ms·

There are rumors about what's going on internally regarding GCP, but by all accounts Google is still investing heavily in GCP and their current growth trajector

by qqtt 4y ago

fbdab103 4y ago
The way I am reading that link, AWS + Azure both increased revenue from last year (33% to 34% and 20% to 21%)? The article says GCP currently increased from 10%->11%. Which is not say anyone should stay content, but it looks like GCP still has a long road ahead.
acdha 4y ago
I'm not saying it's a done deal but I think Yegge's rant holds up well. 10 years later, GCP has fallen behind Microsoft and is still a third of AWS' share. What would concern me more as a Google shareholder, however, is the relative feature set and progress — I use both professionally and GCP has been a real disappointment for how periodically running into basic functionality which is a checkbox on AWS but on GCP is a 2 year old issue in their tracker with no progress and a suggestion that you build/buy something and run it yourself. It's not like you can't use it successfully but it's hard to shake the feeling that one of these companies is a lot more committed than the other (which started having to cajole them to show up and sell their product). More succinctly, I’ve recently seen a number of AWS announcements for things which make my life easier and/or save money, some of which I am already using. The last news I got from GCP was that cloud storage prices are going up.