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Gcp is profitable, azure is not Google invented LLMs Microsoft can't even build its own browser I don't think Google has anything to worry about, but it's fu

Gcp is profitable, azure is not Google invented LLMs Microsoft can't even build its own browser I don't think Google has anything to worry about, but it's funny to see how widespread this sentiment is. Just goes to show how good of a story teller Satya is.

varispeed 3y ago
> Gcp is profitable, azure is not Asserting that GCP is profitable while Azure is not doesn't necessarily determine their respective successes. A company might reinvest all its revenue back into growth and innovation, hence posting zero profit - this doesn't signify poor performance. Conversely, a company reporting a profit could potentially be stagnating, inflating profits to appease shareholders potentially seeking to exit. Profitability alone isn't a comprehensive measure of a company's health or potential. > Google invented LLMs Poor argument. E.g. Xerox invented GUI, where are they now?
- bagacrap 3y ago
  Reinvesting profits doesn't mean you didn't have profits. Msft, aapl, goog, meta all reinvest profits in new ventures. Only Amazon can't manage to make a buck and tries to pass it off as reinvestment. Wrt azure vs gcp, I just don't think you can say azure is "killing it" when it's a loss leader for the company. Gcp has proven it can operate profitably, we don't know if azure ever will. Right now its business model approximates Uber.
sitkack 3y ago
GCP doesn't have Github as a funnel. Google also invented "cloud" and is in last place. Invention counts for little. Google is over-run with MBAs who are busy complecting and burning their employer to the ground while cycling back into the competition (Azure and AWS).
- elromulous 3y ago
  > Google also invented "cloud" Wait what? Because I'm pretty sure aws predates gcp by quite a few years. And if you mean the marketing word "cloud", I think that's false as well. Edit: ec2 has been around since 2006
  - sitkack 3y ago
    Google's internal machine provisioning model was already automated and accessible via an API, it would have been recognizable as a "cloud", but it was internal only. The kernel changes that enabled OpenVZ and Docker were done by Google engineers. In the same way OpenAI shipped a business on transfomers (invented by Google). Google invents stuff, but then is last to its own party. Looks like GCP has existed since 2008, https://en.wikipedia.org/wiki/Google_Cloud_Platform https://en.wikipedia.org/wiki/Google_Cloud_Platform https://en.wikipedia.org/wiki/Cgroups https://en.wikipedia.org/wiki/Cgroups https://ai.googleblog.com/2017/08/transformer-novel-neural-network.html https://ai.googleblog.com/2017/08/transformer-novel-neural-n...
    - adrr 3y ago
      They are the xerox parc of the 2000s.
      - chasd00 3y ago
        Or the Ramones of the 70s. They play a show and everyone in the audience goes home and starts a punk band and becomes wildly more successful (across multiple definitions of “success”).

varispeed 3y ago

> Gcp is profitable, azure is not Asserting that GCP is profitable while Azure is not doesn't necessarily determine their respective successes. A company might reinvest all its revenue back into growth and innovation, hence posting zero profit - this doesn't signify poor performance. Conversely, a company reporting a profit could potentially be stagnating, inflating profits to appease shareholders potentially seeking to exit. Profitability alone isn't a comprehensive measure of a company's health or potential. > Google invented LLMs Poor argument. E.g. Xerox invented GUI, where are they now?

bagacrap 3y ago
Reinvesting profits doesn't mean you didn't have profits. Msft, aapl, goog, meta all reinvest profits in new ventures. Only Amazon can't manage to make a buck and tries to pass it off as reinvestment. Wrt azure vs gcp, I just don't think you can say azure is "killing it" when it's a loss leader for the company. Gcp has proven it can operate profitably, we don't know if azure ever will. Right now its business model approximates Uber.

sitkack 3y ago

GCP doesn't have Github as a funnel. Google also invented "cloud" and is in last place. Invention counts for little. Google is over-run with MBAs who are busy complecting and burning their employer to the ground while cycling back into the competition (Azure and AWS).

elromulous 3y ago
> Google also invented "cloud" Wait what? Because I'm pretty sure aws predates gcp by quite a few years. And if you mean the marketing word "cloud", I think that's false as well. Edit: ec2 has been around since 2006
- sitkack 3y ago
  Google's internal machine provisioning model was already automated and accessible via an API, it would have been recognizable as a "cloud", but it was internal only. The kernel changes that enabled OpenVZ and Docker were done by Google engineers. In the same way OpenAI shipped a business on transfomers (invented by Google). Google invents stuff, but then is last to its own party. Looks like GCP has existed since 2008, https://en.wikipedia.org/wiki/Google_Cloud_Platform https://en.wikipedia.org/wiki/Google_Cloud_Platform https://en.wikipedia.org/wiki/Cgroups https://en.wikipedia.org/wiki/Cgroups https://ai.googleblog.com/2017/08/transformer-novel-neural-network.html https://ai.googleblog.com/2017/08/transformer-novel-neural-n...
  - adrr 3y ago
    They are the xerox parc of the 2000s.
    - chasd00 3y ago
      Or the Ramones of the 70s. They play a show and everyone in the audience goes home and starts a punk band and becomes wildly more successful (across multiple definitions of “success”).