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Dear Andy Jassy: Don't Try to Spin Google Cloud Outgrowing AWS By 2X or 2.5X
In today's Cloud Wars Minute, I examine why Google Cloud's explosive growth is redefining the competitive landscape ahead of Microsoft and AWS earnings.
Highlights
00:03 —We have earnings results coming up later this week from both Microsoft and AWS. Microsoft on July 29, and AWS on July 30. So, that'll give us some nice comparisons to the stunning Q2 that Google Cloud reported last week. Google Cloud will be outgrowing AWS by somewhere between two and a half times at the high end, and at least two times on the low end.
01:02 — Over the last several quarters, Jassy has alluded to Google…
The skinny
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