[hamandcheese]

That's assuming that:

- GCP will always have a margin that high

- Snapchat is paying the advertised rate

- They can find the requisite talent in a reasonable timeframe

[origami777]

Bingo. They aren't paying advertised rates. Google will have margin but not as much as usual. Snap also has google by the balls here. What if snap comes out with a statement saying Gcp sucks and they're moving to aws?

[forgetsusername]

>Snap also has google by the balls here.

Surely they don't.

>What if snap comes out with a statement saying Gcp sucks and they're moving to aws?

Then we question why Snap committed billions of dollars to infrastructure that "sucks", and wonder why they couldn't figure it out, but Google could.

You think people will take Snap more seriously than Google itself?

[origami777]

Yes, I do think Google's biggest customer leaving their platform vocally would be more impactful than Google promoting/defending itself.

If Snap threatened to leave I'd wager that even the CEO of Google would get involved to keep their biggest cloud customer. Snap's revenue and brand name have enormous value to Google. There simply aren't that many $2 billion dollar cloud customers right now.

[late2part]

I'd bet $200k that Eric, Sergey, and Larry have all spent hours with this deal.

[late2part]

Snap signed a contract - how are they going to leave that contract? Yes, maybe if there is significant breach by Google, but that's lawsuit level.

[origami777]

without knowing what's in the contract there is at least one way I can think. Make a statement saying all new workloads are being deployed elsewhere. Lots of ways to play the game.