A friend of mine, who works in a Big 4 firm told me that there is an evaluation of "Google Cloud" going on to put a price tag to it. He speculates that a "coming of age" party might happen as early as next year. Google sold Google Domains earlier this year. "Google Domains" still exists as a skin on top of Squarespace. That's how Google tested the waters. Now, Google Cloud asset sale is being considered. Amazon uses AWS internally. Google does not use GCP internally. So, internal disruption will be minimal. The heavy engineering work will be sold. Google will maintain the brand. The margins will improve. The stock market would love the deal. 1. https://www.theinformation.com/articles/google-brass-set-2023-as-deadline-to-beat-amazon-microsoft-in-cloud 2. https://www.theregister.com/2023/06/18/google_domains_shutting_down #google #gcp #aws #azure
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Really? Google does not use GCP? I thought most services came out of their internal architecture. An example would be BigQuery built on google’s internal query engine called “dremel”
Google uses Borg. GCP uses Borg.
Ok, interesting
Highly doubt it. They might instead take gcp public or do something like waymo
Maybe that's why a big 4 accounting firm is evaluating to put a price tag on it.
^ If anything, it could just spin off to its own alphabet entity. Which is fair, because GCP org culture never was quite like the others within Google, and when I was there that disparity was the subject of a lot of internal debate and memegens
If this is real ? Google should immediately move out of enterprise business. Penetrating into enterprise customers take many years to decades like for Microsoft or Amazon. What comes fast fizzles out fast…
Oh wow. Is GCP a risky part of the biz to accept a role in?
Culture wise at least it was called out as shit
😩 noted. Thank you.
Can any company afford it, except Apple? Don't see if it makes any sense for Apple to acquire GCP
Depends on the price tag.
Doesn’t this ignore that all of the infra used by Google and GCP is the same? The data centers, the physical network, the hardware? GCP exists because Google needs a massive network infrastructure for itself and GCP takes excess capacity and sells it into the market. You cannot just break it off, even if Google isn’t using GCP as a service. Valuation >$100B for sure.
That may have been the original reason for GCP, like AWS for Amazon, but that’s not the reason it exists today.
Does this argument not apply to Google domains?
If it's real, be very careful about spreading this info for your own sake.
Why would Google do that? GCP is their fastest growing org and they would cut it loose? Makes 0 sense.
As an insider, you tell me how it made sense to sell Google Domains to Squarespace?
Lol fake news
What does Google use internally?
Google Borg - https://research.google/pubs/pub43438/
Thanks