Ad giant Google thinks its cloud biz could be bigger than its adverts Google's third cloud developer conference is winding down, and two things are clear – that Google is willing to spend what it takes to become a major cloud player, and that it has a long way to go. "We wouldn't be scaling up in this way if we lost money every time we deployed and if we didn't think this is a real business," …
Any particular form of advertising seems to be in decline as users habituate. Combine that with advertising crossing everyone's personal threshold of "F*ck it! I need an adblocker".
Yes, Google should diversify into the buzz industry. Who wouldn't buy some Google brand devOps?
Google's announcement underlines what we have known for years: while Amazon is the cloud's big daddy, Amazon is a company with a very very low profitability and limited financial means.
It won't be able to respond in kind every time big pocketed Google, Microsoft or IBM announce huge investments.
Hence, if AWS is as profitable as the new Amazon reporting says it is, it should be incorporated in its own company, totally independent of the rest of Amazon. This would enable it to borrow more and cheaper, or profit from a higher capitalization to grow externally on the cheap.
There's always one -- and it is always the same one -- where Google is concerned. When they're hosting everyone's content in their own data centres, discovery and indexing becomes trivially easy.
I used to wonder what they got out of providing high quality DNS resolvers for free, until it dawned on me that it crowdsources the discovery of new domains.
-A.
My theory has been that hosting free DNS gives them much much more data than, e.g. browser history from Chrome. The browser info is pretty obvious, but if they can associate every single DNS lookup your entire home network does with that IP, they've got a goldmine of "meta data". Sure, they can't tell which movie you're watching on Netflix, but they can see where you buy, chat, email, etc.
Aside: Many devices (Chromecast and maybe even Android) have Google DNS hard coded, though they'll usually fall back to the DHCP-provided DNS servers as plan B. I've got Google DNS blocked on my router.
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