$Alphabet(GOOG)$

Google has flushed cash down the drain for years via their other bets segments. And spends $10B annually to Apple to be top option on iOS.
Google Cloud is a distant 3rd option behind Azure (Microsoft) $Microsoft(MSFT)$ and AWS (Amazon) $Amazon.com(AMZN)$ . Google can’t just steamroll these competitors. Google cloud to get where it is has had to throw millions at customers to sign up. And even then customers go with Multi-cloud (Google cloud and either AWS or Azure). CRM is a big corporate decision. Salesforce has a strong tie in with AWS. Microsoft has dynamics. Google cloud 🤷🏾‍♂️. It’s taken billions for Microsoft to build dynamics as an alternative to Salesforce (but still not a strong alternative). Google mgmt sees the landscape in CRM. HUBS is a leader with SMBs and might be scalable to Fortune 500 enterprises.

# AI Companies and Industry DIG

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  • Google Cloud definitely has a tough battle ahead against Azure and AWS.
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