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Re:Google Cloud Worth $225B, Deutsche Bank Says by amerine on Friday October 04, 2019 @01:16PM (#21159767)
Why does this argument get made so much? Why is it assumed that the market will behave this way?
Re:Google Cloud Worth $225B, Deutsche Bank Says by reggieband on Friday October 04, 2019 @06:13PM (#21162356)
Probably because "product life-cycle" is MBA 101.

Not sure if this is the original from HBR but it is from 1965: https://hbr.org/1965/11/exploit-the-product-life-cycle

From "Maturity Stage":

> The market maturity stage typically calls for a new kind of emphasis on competing more effectively. The originator is increasingly forced to appeal to the consumer on the basis of price, marginal product differences, or both.

Re:Google Cloud Worth $225B, Deutsche Bank Says by dijit on Friday October 04, 2019 @04:53PM (#21161786)
Because we have 100 years of free market capitalist based economic history that it would be unwise to ignore?
Re:Google Cloud Worth $225B, Deutsche Bank Says by wmf on Friday October 04, 2019 @05:14PM (#21161967)
Enterprise computing was already pretty mature in the pre-cloud era yet prices were (and still are) very high. So when exactly does this commoditization kick in? 50 years? 100?
Re:Google Cloud Worth $225B, Deutsche Bank Says by dijit on Friday October 04, 2019 @05:56PM (#21162243)
Enterprise computing? In what sense? Colocated hosting is indeed a race to the bottom, as are renting of bare metal servers and VPS’s