https://www.cnbc.com/2017/06/21/wal-mart-is-reportedly-telli...
So you can both do this (silently) and "not" do it (because it's impossible to detect), and it would thus be stupid to not actually do it because it's free data.
Zooming out I think this and the opposite view are equally possible. Just articulating what this perspective looks like.
The pattern you're referring to really doesn't apply to this business. If anything it's the opposite: Kurian's goal is to make Gcloud more like Oracle, and part of that involves making sure enterprise customers don't need to be skittish about the kinds of concerns you seem to be thinking of.
[1]: https://techcrunch.com/2022/02/02/with-a-22b-run-rate-does-i...
The fact that the current run rate is $22bn compared to the $13bn revenue in 2020 suggests that they're succeeding - that's some pretty significant growth.
It's a completely different business model from the consumer/ad side, and confusing the two is a mistake.
The counterfactual question one should be asking here is: Would gCloud exist if it were an independent company and not a bet?
Full disclosure: Xoogler here.
Independent companies like that are funded by investors for years, all the time. The cloud market is expected to hit close to a trillion dollars by 2026. Gcloud doesn't have to take away a single existing AWS customer to win big.
> Xoogler
So what's your take? You think Google might just decide to shut down a fast-growing business with $13-20bn revenues and huge upside potential as if it were a free product like Reader? Or you think they somehow aren't able to make it profitable so will just give up?
Neither of those are really how these things work.
All I'm saying is that this business isn't a monopoly like search or a near duopoly like ads. The competition is stiff. There are two players who are well ahead of them and the ones behind aren't sitting still. I don't expect any miracles with run of the mill management consulting leadership at the helm.
Edot: Absolutely zero surprise this is getting voted to nowhere. CHEERS