Aug 24, 2017 · 1 min read
excellent analysis, but dives into a tree and misses the forest.
- google vs. amazon narrative is only relevant for clicks. market for assistants and cloud computing so massive that both companies will do well.
- 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
