Comment by benlivengood
5 years ago
Coasting at a rate of 20% Y/Y growth on $10^12.
The big plans are cloud/youtube. Smaller plans are things like Nest, Pixel, Stadia, etc. Web ads will take care of itself indefinitely.
There are always moonshots in flight but it's non-trivial to create a second trillion dollar business out of thin air.
GCP is in big trouble at the moment. Their issues are long standing and endemic, and not shared by their competitors.
They have absolutely been coasting, and the market is only getting more cutthroat.