[mehulashah]

They certainly have a ton of relevant technology and product. But, much of that hasn’t taken hold — translated into large ever-growing, profitable businesses. Android, Chrome, etc are all mechanisms for their ads business and are not new innovations. AI is definitely new, but the jury is out.

[mehulashah]

While the cloud is an asset, I believe that it’s not innovative. Google Cloud is a distant third — they’re largely following. It exists because clouds require a certain scale and completeness, and they have the money to invest. Again, the jury is still out here.

[wenc]

I know Shopify uses GCP.

I'm curious, folks who use GCP, how is it?

[mehulashah]

There are plenty of customers using Google Cloud. It made $9.6B last quarter, that’s 28% increase from the prior year, and operating margin of 9.4%. In contrast, AWS made $24.2B, with 13% growth, and operating margin of 30%.

The point is that Google is buying the growth, which eventually runs out. While that’s a reasonable business strategy — it’s not the same as innovating a new business.