4 ms·

Literally, nothing good, the chore of Google business is losing ground, Chrome losing more and more users in favor of Edge, Google search taking a hit since Ope

Literally, nothing good, the chore of Google business is losing ground, Chrome losing more and more users in favor of Edge, Google search taking a hit since OpenAI and Microsoft partnered together to bring AI to search, serial acquisition and sunsetting of products, worse bureaucracy in the whole tech industry, and the list goes on!

onlyrealcuzzo 3y ago
Chrome is sitting near all-time highs in market share: https://www.statista.com/statistics/268254/market-share-of-internet-browsers-worldwide-since-2009/#:~:text=Global%20market%20share%20held%20by%20internet%20browsers%202012%2D2023%2C%20by%20month&text=As%20of%20January%202023%2C%20the,18%20percent%20of%20market%20share https://www.statista.com/statistics/268254/market-share-of-i.... Search hovers around ~90% for the last several years: https://gs.statcounter.com/search-engine-market-share https://gs.statcounter.com/search-engine-market-share Google Cloud is growing faster than Azure & AWS for the last few years: https://www.statista.com/statistics/967365/worldwide-cloud-infrastructure-services-market-share-vendor/#:~:text=In%20the%20fourth%20quarter%20of,with%2010%20percent%20market%20share https://www.statista.com/statistics/967365/worldwide-cloud-i.... Cloud was at ~4% market share 5 years ago, now it's at ~10%... Android is the only major product doing somewhat poorly, and this is mostly due to Apple just completely crushing it with the iPhone. I get that Google is the company everyone loves to hate, but the sky isn't falling on this company yet.
- ipaddr 3y ago
  These are weak reasons. They may have been at 90% over the last few years but things are quickly changing. The fasting growing cloud? 6% in five years after pouring in billions now they need to start charging what it costs. The more unprofitable of the cloud vendors. Chrome is still the most popular free browser. Not sure that matters as much as it once did.
  - b112 3y ago
    Chrome is still the most popular free browser. Not sure that matters as much as it once did. The data they collect via Chrome, plus their ad network, makes Chrome part of their money printing machine. So market share I think helps them here.
- lotsofpulp 3y ago
  >the sky isn't falling on this company yet. I think the change in sentiment is that the sky is no longer the limit for Alphabet. Meta lost that notion big time, and Amazon is so so too. Apple and Microsoft might still be in the "sky is the limit" category, or at least in another category than the other 3.
  - medler 3y ago
    Microsoft? They’ve been IBM for 20 years.
    - lotsofpulp 3y ago
      Not financially. https://www.macrotrends.net/stocks/charts/MSFT/microsoft/market-cap https://www.macrotrends.net/stocks/charts/MSFT/microsoft/mar... https://www.macrotrends.net/stocks/charts/MSFT/microsoft/net-income https://www.macrotrends.net/stocks/charts/MSFT/microsoft/net... https://www.macrotrends.net/stocks/charts/IBM/ibm/market-cap https://www.macrotrends.net/stocks/charts/IBM/ibm/market-cap https://www.macrotrends.net/stocks/charts/IBM/ibm/net-income https://www.macrotrends.net/stocks/charts/IBM/ibm/net-income
    - sainez 3y ago
      Microsoft would have become IBM, if not for Satya Nadella. He completely rejuvenated Microsoft after Ballmer's reign. Microsoft successfully transitioned into cloud computing with Azure, Office 365, and Teams. They dramatically improved their image among developers/open source with WSL, Typescript, VS Code, and their GitHub acquisition. Now it seems they caught Google completely off guard with respect to AI productization.
      - lokar 3y ago
        I think the success of Azure is really impressive give how technically poor it is.
        b112 3y ago
        There are stated costs, and real world costs. It wouldn't be hard for Azure to be far better than AWS on some metric, say better free support, or I guess better paid support too. Is this the driver?
- josefx 3y ago
  The statista statistics are almost immediately covered by a subscribe for access popup. Search seems to be doing as you say in general, but also is loosing share on desktop to bing, where edge would be the most relevant competing browser.
- theGnuMe 3y ago
  Unfortunately that's table stakes what matters today is AI unless Sundar can change the narrative. Also it doesn't matter what any of us think, it matters what the market thinks as in where does the stock price go.
- ohashi 3y ago
  Except how profitable is Google's cloud? It lost 480 million last quarter. AWS made 5.2B last quarter. Google is selling at cloud at a loss to gain market share while it's biggest competitor is raking in profit. Sure, you can burn money and gain market share. But would anyone pick Google for a long term partner on any product? I sure as hell wouldn't. They have a tendency to simply discard products left and right. The support is non existent. Why tie yourself to such an unreliable partner?
  - lokar 3y ago
    Keep in mind that cloud uses the same data centers etc as the rest to G, and is a minority. The exact accounting of cost can be somewhat flexible.
  - tedivm 3y ago
    Google also shoves the google business suite into the cloud service numbers to inflate them.
    - onlyrealcuzzo 3y ago
      As does MS with Azure and Office 365.
  - KronisLV 3y ago
    > They have a tendency to simply discard products left and right. I guess this site could be of interest to some, to have a look at some of the products: https://killedby.tech/ https://killedby.tech/ Google has a separate site here as well: https://killedbygoogle.com/ https://killedbygoogle.com/ Microsoft also has a site like that: https://killedbymicrosoft.info/ https://killedbymicrosoft.info/ I tried looking up one for Amazon or AWS projects, but only unrelated news articles came up. I don't really have a horse in the race, though, since all three of the big platforms (and others like Oracle Cloud) are outside of my price point and all my personal projects run on smaller simple VPS providers. From what I can tell, there is not a single large corporation out there with the commitment to never kill a product of theirs and support everything in perpetuity.
  - 3y ago
that_guy_iain 3y ago
Edge is basically chrome, no? They dominated so much that all other browsers are basically chrome. Our only other option is Firefox really.
- sainez 3y ago
  They are not completely dominant, Safari still exists. They are holding at a healthy 25% of the mobile market: https://www.statista.com/statistics/263517/market-share-held-by-mobile-internet-browsers-worldwide/ https://www.statista.com/statistics/263517/market-share-held...

onlyrealcuzzo 3y ago

Chrome is sitting near all-time highs in market share: https://www.statista.com/statistics/268254/market-share-of-internet-browsers-worldwide-since-2009/#:~:text=Global%20market%20share%20held%20by%20internet%20browsers%202012%2D2023%2C%20by%20month&text=As%20of%20January%202023%2C%20the,18%20percent%20of%20market%20share https://www.statista.com/statistics/268254/market-share-of-i.... Search hovers around ~90% for the last several years: https://gs.statcounter.com/search-engine-market-share https://gs.statcounter.com/search-engine-market-share Google Cloud is growing faster than Azure & AWS for the last few years: https://www.statista.com/statistics/967365/worldwide-cloud-infrastructure-services-market-share-vendor/#:~:text=In%20the%20fourth%20quarter%20of,with%2010%20percent%20market%20share https://www.statista.com/statistics/967365/worldwide-cloud-i.... Cloud was at ~4% market share 5 years ago, now it's at ~10%... Android is the only major product doing somewhat poorly, and this is mostly due to Apple just completely crushing it with the iPhone. I get that Google is the company everyone loves to hate, but the sky isn't falling on this company yet.

ipaddr 3y ago
These are weak reasons. They may have been at 90% over the last few years but things are quickly changing. The fasting growing cloud? 6% in five years after pouring in billions now they need to start charging what it costs. The more unprofitable of the cloud vendors. Chrome is still the most popular free browser. Not sure that matters as much as it once did.
- b112 3y ago
  Chrome is still the most popular free browser. Not sure that matters as much as it once did. The data they collect via Chrome, plus their ad network, makes Chrome part of their money printing machine. So market share I think helps them here.
lotsofpulp 3y ago
>the sky isn't falling on this company yet. I think the change in sentiment is that the sky is no longer the limit for Alphabet. Meta lost that notion big time, and Amazon is so so too. Apple and Microsoft might still be in the "sky is the limit" category, or at least in another category than the other 3.
- medler 3y ago
  Microsoft? They’ve been IBM for 20 years.
  - lotsofpulp 3y ago
    Not financially. https://www.macrotrends.net/stocks/charts/MSFT/microsoft/market-cap https://www.macrotrends.net/stocks/charts/MSFT/microsoft/mar... https://www.macrotrends.net/stocks/charts/MSFT/microsoft/net-income https://www.macrotrends.net/stocks/charts/MSFT/microsoft/net... https://www.macrotrends.net/stocks/charts/IBM/ibm/market-cap https://www.macrotrends.net/stocks/charts/IBM/ibm/market-cap https://www.macrotrends.net/stocks/charts/IBM/ibm/net-income https://www.macrotrends.net/stocks/charts/IBM/ibm/net-income
  - sainez 3y ago
    Microsoft would have become IBM, if not for Satya Nadella. He completely rejuvenated Microsoft after Ballmer's reign. Microsoft successfully transitioned into cloud computing with Azure, Office 365, and Teams. They dramatically improved their image among developers/open source with WSL, Typescript, VS Code, and their GitHub acquisition. Now it seems they caught Google completely off guard with respect to AI productization.
    - lokar 3y ago
      I think the success of Azure is really impressive give how technically poor it is.
      - b112 3y ago
        There are stated costs, and real world costs. It wouldn't be hard for Azure to be far better than AWS on some metric, say better free support, or I guess better paid support too. Is this the driver?
josefx 3y ago
The statista statistics are almost immediately covered by a subscribe for access popup. Search seems to be doing as you say in general, but also is loosing share on desktop to bing, where edge would be the most relevant competing browser.
theGnuMe 3y ago
Unfortunately that's table stakes what matters today is AI unless Sundar can change the narrative. Also it doesn't matter what any of us think, it matters what the market thinks as in where does the stock price go.
ohashi 3y ago
Except how profitable is Google's cloud? It lost 480 million last quarter. AWS made 5.2B last quarter. Google is selling at cloud at a loss to gain market share while it's biggest competitor is raking in profit. Sure, you can burn money and gain market share. But would anyone pick Google for a long term partner on any product? I sure as hell wouldn't. They have a tendency to simply discard products left and right. The support is non existent. Why tie yourself to such an unreliable partner?
- lokar 3y ago
  Keep in mind that cloud uses the same data centers etc as the rest to G, and is a minority. The exact accounting of cost can be somewhat flexible.
- tedivm 3y ago
  Google also shoves the google business suite into the cloud service numbers to inflate them.
  - onlyrealcuzzo 3y ago
    As does MS with Azure and Office 365.
- KronisLV 3y ago
  > They have a tendency to simply discard products left and right. I guess this site could be of interest to some, to have a look at some of the products: https://killedby.tech/ https://killedby.tech/ Google has a separate site here as well: https://killedbygoogle.com/ https://killedbygoogle.com/ Microsoft also has a site like that: https://killedbymicrosoft.info/ https://killedbymicrosoft.info/ I tried looking up one for Amazon or AWS projects, but only unrelated news articles came up. I don't really have a horse in the race, though, since all three of the big platforms (and others like Oracle Cloud) are outside of my price point and all my personal projects run on smaller simple VPS providers. From what I can tell, there is not a single large corporation out there with the commitment to never kill a product of theirs and support everything in perpetuity.
- 3y ago

that_guy_iain 3y ago

Edge is basically chrome, no? They dominated so much that all other browsers are basically chrome. Our only other option is Firefox really.

sainez 3y ago
They are not completely dominant, Safari still exists. They are holding at a healthy 25% of the mobile market: https://www.statista.com/statistics/263517/market-share-held-by-mobile-internet-browsers-worldwide/ https://www.statista.com/statistics/263517/market-share-held...