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> The internal message was, we don't want to build a competitor.

Which is a fundamentally wrong analysis. Managed compute, network, and storage was going to happen whether or not Google got into the business, helping build Google's competitors. The only difference is that Amazon gets to collect the rent.

Just like Microsoft, which made bad decisions about the Internet but grew anyway so continued to reward its execs, Google completely fumbled in cloud but grew in other places and continued to overcompensate its execs.



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