Google's Cloud Ambitions: Can They Compete With Amazon?

The transcript discusses Google's cloud business strategy, highlighting its acquisitions and competition with major players like Amazon and Microsoft. It reveals that a significant portion of Google's cloud revenue comes from Apple and Snapchat. The challenges Google faces in the cloud market, including Amazon's first-mover advantage, are explored. Google's investment in Snapchat and its branding strategy are also discussed. Finally, the transcript provides insights into Google's hardware business, including inventory details and potential profitability compared to its search business.

What was surprising about the revenue sources for Google Cloud?

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What does the company aim to achieve in terms of profits from their hardware and cloud business?

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