| We rely heavily on GCP and, whilst nothing is impossible, it would be incredibly painful for us to transition away. I personally think it’s quite unlikely that they shutter the entire business and all the product lines - many of them are extremely high margin and are already in a stable position. Given how many of their products they have designated as Google Cloud (last I heard Workspace is being attributed to Cloud revenue now) it seems more likely we would see the killing of new or in-development product lines such as Anthos or Alloy DB whereas the more established and profitable areas such as Workspace, BigQuery, Looker, GKE, BigTable and others would be allowed to continue to exist in some form. As someone who has used all the major Cloud Providers, I have generally found the Google products to be the best engineered with “the right sized nut” normally being available, rather than an exercise in cryptography to decipher the documentation for a workaround. It would be a colossal waste and shame IMO to throw that away. As a customer, I think they are struggling (as the article concurs) with their approach to Sales, Marketing and Support. It is frankly years behind their competition and recently (~2 years) have seen an increase in effort but not real shift in the end result. Part of this problem is their insistence on using resellers and partners for any interesting size deal where these partners themselves are really not up to scratch. For now, we won’t be taking action to de-risk our position beyond ensuring that a migration of some kind is technically feasible given sufficient notice. I think they will start to drop the investment into the platform and focus on extracting revenue from what they’ve got - but I don’t see it going the way of Stadia and siblings from the consumer side. It’s my hope that revenue (and the narrative it allows them to tell the market around diversification) is worth keeping their crown jewel products running. |
Have you paid any attention to actions taken by Google over the past 10’ish years?
If I’ve learned anything it’s that nothing is sacred.
I’d make sure I have a solid migration path.