So they have decided that the growth period for GCP is over and now it needs to squeeze all the profits it can. I thought with all that search money pouring down, they would bet a little longer on GCP growth.
I remember many large companies that migrated to GCP explicitly cited BigQuery cost effective performance. This should change that calculation significantly.
But if GCP loses all cost effectiveness, why would companies chose it, knowing that unlike AWS, GCP products might be priced like a loss leader for some time and can increase any day.
Also, if Google becomes content to be just a small cloud provider, do they just bet their entire future on search. What if search gets disrupted (by something like a next gen LLM).
I remember many large companies that migrated to GCP explicitly cited BigQuery cost effective performance. This should change that calculation significantly.
But if GCP loses all cost effectiveness, why would companies chose it, knowing that unlike AWS, GCP products might be priced like a loss leader for some time and can increase any day.
Also, if Google becomes content to be just a small cloud provider, do they just bet their entire future on search. What if search gets disrupted (by something like a next gen LLM).