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While the cloud is an asset, I believe that it’s not innovative. Google Cloud is a distant third — they’re largely following. It exists because clouds require a
by mehulashah 2y ago
While the cloud is an asset, I believe that it’s not innovative. Google Cloud is a distant third — they’re largely following. It exists because clouds require a certain scale and completeness, and they have the money to invest. Again, the jury is still out here.
- wenc 2y agoI know Shopify uses GCP. I'm curious, folks who use GCP, how is it?
- mehulashah 2y agoThere are plenty of customers using Google Cloud. It made $9.6B last quarter, that’s 28% increase from the prior year, and operating margin of 9.4%. In contrast, AWS made $24.2B, with 13% growth, and operating margin of 30%. The point is that Google is buying the growth, which eventually runs out. While that’s a reasonable business strategy — it’s not the same as innovating a new business.