Googler here. My opinions are my own; I have no non-public knowledge on this topic.
I do not understand the hyperbole around this report. Nowhere does it say that Google plans to shutter GCP if it doesn't reach #1 by 2023.
> said people with knowledge of the matter.
As in, people who may not have even been at said meeting which took place nearly two years ago, under a different VP and now a different CEO, and saw some meeting notes.
> The group’s leaders told staffers that if Google couldn’t reach a certain size with its computing and storage business—two of the most commonly used cloud services—the cloud unit might never become profitable, the person said. To reach such scale, they said, Google would need to be in a top two position in the market.
So it's not about being #1, it's about being profitable.
In other words, this was a conversation about literally every product at an executive level ever.
You set goals, you decide what happens when those goals are met. Furthermore, there is no concrete assertion here that what happens if this deadline is passed. "at risk of losing funding" can literally mean anything from changing FTE allocation to capital expenses to a million other things that get discussed at an executive level.
And finally:
> A Google spokesperson declined to comment prior to the publication of this story, but after it appeared released the following statement: "Reports of these conversations from 2018 are simply not accurate."
There may be some truth to these accounts--reality is often between the lines--but this is extremely soft on details and actual first person accounts.
I do not understand the hyperbole around this report. Nowhere does it say that Google plans to shutter GCP if it doesn't reach #1 by 2023.
> said people with knowledge of the matter.
As in, people who may not have even been at said meeting which took place nearly two years ago, under a different VP and now a different CEO, and saw some meeting notes.
> The group’s leaders told staffers that if Google couldn’t reach a certain size with its computing and storage business—two of the most commonly used cloud services—the cloud unit might never become profitable, the person said. To reach such scale, they said, Google would need to be in a top two position in the market.
So it's not about being #1, it's about being profitable.
In other words, this was a conversation about literally every product at an executive level ever.
You set goals, you decide what happens when those goals are met. Furthermore, there is no concrete assertion here that what happens if this deadline is passed. "at risk of losing funding" can literally mean anything from changing FTE allocation to capital expenses to a million other things that get discussed at an executive level.
And finally:
> A Google spokesperson declined to comment prior to the publication of this story, but after it appeared released the following statement: "Reports of these conversations from 2018 are simply not accurate."
There may be some truth to these accounts--reality is often between the lines--but this is extremely soft on details and actual first person accounts.