The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 12 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Evans: AWS, Azure, and Google Cloud are fundamentally different businesses
“The first is if you actually look at the market shares, Google Cloud, Azure, and AWS are actually in quite different businesses. AWS is mostly infrastructure. Microsoft is mostly services. Google is mostly scrambling to catch up in a very distant certain place…”
Katz: ClickHouse will build a multi-tenant cloud-managed service
“And at the same time in parallel, we are going to build A multi-tenant managed service in the cloud, which will inevitably be deployed on a variety of different cloud platforms, whether it's AWS, GCP, Azure, whether we go to China, like I've done in the past a…”
Google Cloud product maturity is far ahead of AWS and Azure
“So I think, I personally think, and not me, many of the analysts, like Gartner, Forrester, and many others, that the product maturity of what Google has, especially when it comes to data warehousing, or this kind of stuff, application modernization, or machine…”
Rockwell calls BigQuery Google Cloud's most differentiated and unequaled feature
“Yeah, that, that, that was, and I would say still is the most differentiated element of GTP, and I think it's still unequal, at least in like cloud accessible mass you know, large scale available databases, that kind of thing.”
Rauch: Vercel suffered no downtime during major Google Cloud outage
“You saw the Google cloud outage the other day for hours, a lot of the cloud was down. So I'll give you an example. Vercel didn't go down”
Google Cloud reached a $10B annual revenue run rate by early 2020
“Google, very recently, actually I think last week for the first time spit out how much they make from cloud. And the cloud revenue run rate right now is ten billion dollars.”
The New York Times migrated almost all infrastructure to Google Cloud
“This is like the culmination of a long process that we'done to migrate almost everything we're doing to Google Cloud. I'm still a certain asset running at Amazon. So in general, we're doing all of our data processing on Google's data infrastructure now and mos…”
Bhardwaj: Building operational apps needs better abstractions than raw cloud services
“There should be a better way to plug it, to build these applications and to distribute these applications than, like, the building blocks provided by these services.”
Snowflake plans to expand to Microsoft Azure and Google Cloud
“And so, you know, we are getting requests for other clouds, and we hear, you know, hear them about Microsoft and Google and so you'll, you'll see some things coming up in the future.”
Katti: OpenAI sources compute from all major cloud hyperscalers
“We have compute from, effectively, many sources. So, Microsoft, obviously, is a big partner, important partner. We also have compute, as we have announced, from AWS, Ion Google. So, we have compute from all of the hyperscalers, effectively.”