GOOG Cloud Article

Interesting article on Google’s challenges/place in the cloud:

https://www.cnbc.com/2018/11/21/google-cloud-plagued-by-inte…

Also, it’s hard to read the Missed Acquisitions section and not think of some of our companies, specifically NTNX.

“Google just needs to buy a company that gives them a really good start building a global enterprise capability,” said Frank Slootman, former CEO of cloud software company ServiceNow and Data Domain, which he sold to EMC.

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