On: Reflecting on 18 Years at Google

[hot_gril]

And before, it might've been in that "profitable if we want it to be" situation where they're just reinvesting the revenue.

[wavemode → hot_gril]

Which is precisely why profit is a red herring. What matters is market share (which for GCP is still 10%, not amazing but gradually increasing) and, ultimately, revenue growth.

[hot_gril → wavemode]

Yes, they don't need profits from Cloud yet. They do need it to be a viable business when growth slows eventually, though.