This is from Google’s last cc:
Heather Bellini (Goldman Sachs): And could I just ask one followup, if possible. I was just wondering if you look at Microsoft, they have an onpremise and cloud strategy. If you look at Amazon, what they are doing with AWS and VMware, they are kind of doing a similar strategy. Do you think there’s a requirement for you to also have an onpremise strategy to solve this hybrid world as long as it’s hybrid for? Thank you.
Sundar Pichai, CEO Google: You know, we are thoughtfully looking at it. We are increasingly working with partners like, for example, our partnership with SAP or Pivotal, VMware. These are all on hybrid cloud solutions. And so we are thinking about how to do that better. And our overall approach to cloud hybrid modernization I think is the right longterm direction, and so we are doing that.
You know, there are many, many situations we are in where onprem is a big, big, big requirement for customers. But with our partnership approach, we’ve been able to address the needs well. So I don’t see that as a gating issue for us.
I would be surprised if they tried to acquire Nutanix anytime soon. They seem to be happy with their partnership approach. Besides, Pandey doesn’t seem like a guy who wants to be acquired. From all that I’ve heard/read/seen he is a true builder and wants Nutanix to become an (independent) force in IT.
Best
Niki