Saturday, February 5, 2022

A breakdown of Google Cloud's rivalry with AWS and Azure as analysts expect $26B in 2022 GCP revenue and IDC predicts ~30% YoY cloud market growth until 2025 (Nico Grant/Bloomberg)

Nico Grant / Bloomberg:
A breakdown of Google Cloud's rivalry with AWS and Azure as analysts expect $26B in 2022 GCP revenue and IDC predicts ~30% YoY cloud market growth until 2025  —  When Amazon's cloud computing network went down on Dec. 7, it hampered a broad swath of companies that rely on its servers, including Disney, Netflix, and Ticketmaster.



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A profile of Zach Frankel, a secretive and unusually hands-on solo investor who wrote the first checks to startups like Ramp, Cognition, and Applied Compute (Jemima McEvoy/The Information)

Jemima McEvoy / The Information : A profile of Zach Frankel, a secretive and unusually hands-on solo investor who wrote the first checks ...