Re:Leaked Transcript Contradicts Google’s Official Story on ...
by sterlind on Wednesday October 10, 2018 @04:42AM
(#18183083)
> I think actually MS is going to win the cloud wars, say in 3 years time. They have a huge advantage.
Interesting! I work in Azure myself, but personally I'm more worried about Google than Amazon. K8s/GKE and TF were brilliant strategic moves, and they've finally figured out how to leverage their internal infrastructure with things like BigQuery and TPUs. Next battle will be serverless, and I see Google doing well there (since they're such PaaS-addicts.)
But I don't see one cloud to rule them all ever becoming likely. We'll all carve out our niches - AWS for cheap and boring, MS for nice plumbing and enterprise, Google for data science and web apps.
> 2015-present: Cloud becomes a big moneymaker
I doubt that. Google is 4th and is trying very very very hard to catchup. Cloud is Google's "Microsoft mobile" moment[1], they let this get past them. It's because they didn't have the correct biz people at the time that first-mover advantage was to be had. Because Google is playing catch-up, they are spending lots and lots of money to catchup. They announced $1bn/quarter in revenue but what is their spend? Their growth rate (not announced) is likely not nearly as good as the top 3 either. The fact that they are being very disingenuous about their pulling out of the DoD bid is telling enough.
I think actually MS is going to win the cloud wars, say in 3 years time. They have a huge advantage.
That said, IMHO (as outsider), Cloud is the best part of google to be in, if you must work there. Besides all the other good points about it, it's not ad revenue driven. Urs is a real ball buster but no one reading this is going to be within a skip level of him anyway.
[1] vs social, which they just botched