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The cloud bet better pay off or they’re in big trouble. Especially since they’re the number 3 player and not the market dominant player like Ads. Will be interesting to see how they play out


Right now Google is niche for Big Data and ML type of stuff. Their ecosystem has the lead as far as the best tool for the job out of the big three.

AWS is still blowing them out of the water in the "Enterprise" market, which they are really struggling to break into, but they're pushing hard.


Part of that is because "enterprise" doesn't trust Google to not drop support on short (by enterprise standards) notice and leave them in the lurch. Microsoft, in contrast, has spent decades building trust at large companies by supporting old stuff essentially forever[0].

[0] https://arstechnica.com/information-technology/2015/06/navy-...


Google may have a lead in real ML (AlphaGo etc) , bust for most economic use cases ML is snake oil, and snake oil is easy to clone.


By 2025, they will dominate. I have used it, it is better, and slowly but surely people are moving to Google cloud.


Yes, the myth of tech superiority. Just like MS DOS, Windows, Android or the web stack won by being superior.

AWS is bigger and growing at least at the same rate.

I wouldn't bet on Google becoming #1.


where lies a myth? It's customer needs vs. tech that wins.


I agree, I personally don't think it's a valid myth. As you said, the customer overall knows what he wants, and he doesn't want technical (or ideological, in the case of Free Software) purity.

I was just pointing out that because techies consider something superior (ergo the myth), it doesn't necessarily "win". Plus in this case I think it's really, really hard to argue that GCP is superior to AWS.


Aren't IBM number 3? But either way, Microsoft, Google, IBM, are all way behind Amazon.


Microsoft Azure has shown stunning growth and has AWS worried.




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