On: Is Google’s 20-year search dominance about to end?

[nr2x]

The point is Cloud is still 100% subsidized by Search, and if Search loses even 5% of market share in the next 12 mo it is a disaster as GCP cannot fill the gap as they are still losing money. The velocity at which they are losing money is immaterial to the fact they are not nearly ready to plug a hole if Bing take share.

[riku_iki → nr2x]

I think cloud's net revenue loss was very small last Q they reported. They may cut on some personal and services and become profitable if decide so.

[nerpderp82 → nr2x]

Google has over 165B in cash on hand. Nothing is that dire.

[nr2x → nerpderp82]

Nobody got fired for choosing IBM either.