This graph invites some pertinent questions. For instance, it suggests that their search revenue growth went linear sometime in 2020 and might be going asymptotic as of the last year. So I want to know what happens there over the next several quarters. Is the current quarter anomalous, or do deferred payments always make it look like that?

Second, is the geometric growth of Cloud cannibalizing their search teams, leading to less effort being put into sales. And so it’s not so much that demand is tapering off as that supply is being constrained as an opportunity cost. That $1m in salary nets more profit from Cloud than from Search.

Thanks for sharing, search revenue is growing strong. It's mind blowing that they earn ~180m per day from people searching internet.

Thank you for showing the actually useful chart.

Here's a dual-axis graph, revenue $ left axis, % share of revenue right axis.

https://www.pasteboard.co/yCGoS8kxEy7Y.png

Google Cloud clearly on positive acceleration for revenue share.

Notice how for both "search" and "everything else" there's a peak at almost every year boundary. Trying to juice the EOY numbers, I guess?

Edit: I misread the graph. It's the actual number.

(Love the cheeky exponential right past the end of data at the end of a straight line.

Forecasting 501: forecasts say the boss is smart)

Is google cloud revenue curve really that smooth?

Everyone already uses Google, so every quarter the revenue goes up it's definitely not because of a higher market share...

Why does it even need to keep going up anyway? Is 60 billion not enough?

Thank you for that. Super interesting.

I'm surprised GCP rev is growing so fast. Anecdotally, most devs I know still prefer AWS.