The Information is a fantastic source, and I subscribed to support the excellent original reporting that comes out of it. Most of the news will get disseminated by other blogs and news journals in the next day or so, but The Information is pretty good if you want tech news first.
A big nugget from behind the paywall: "This person said the group’s leaders didn’t explicitly state what would happen to the cloud division if it didn’t reach a top two position by 2023. A commonly held view inside the group was that Google wouldn’t continue investing money if it failed to it meet its goal, the person said."
The article also claims Google Cloud isn't profitable under their current business plan: "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."
A big nugget from behind the paywall: "This person said the group’s leaders didn’t explicitly state what would happen to the cloud division if it didn’t reach a top two position by 2023. A commonly held view inside the group was that Google wouldn’t continue investing money if it failed to it meet its goal, the person said."
The article also claims Google Cloud isn't profitable under their current business plan: "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."