Jason Tarre
Aug 24, 2017 · 1 min read

excellent analysis, but dives into a tree and misses the forest.

  1. google vs. amazon narrative is only relevant for clicks. market for assistants and cloud computing so massive that both companies will do well.
  2. google *only* succeeds at ads ignores the hard-core tech that powers that business. things like their tcp congestion control algorithm (link below) put them in a class of their own. ultimately, their AI and hard-core tech will allow them to squeeze ad dollars out of their internet properties for decades :)

TCP BBR congestion control comes to GCP — your Internet just got faster: https://cloudplatform.googleblog.com/2017/07/TCP-BBR-congestion-control-comes-to-GCP-your-Internet-just-got-faster.html

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