Not bankruptcy as such, but I am hoping 2023 is the year when we see some big tech break-ups.
Splitting Microsoft Azure from their productivity tools business is a tough sell, but seems to be the only way for investors to get an honest look at how their cloud business is doing.
Separating AWS from Amazon B2C businesses like retail and video would probably be a net positive for AWS, though it would also reveal that Emperor Jeff was naked all along - and Vice-Emperor Jassy is wearing cheap knock-off clothes from Alibaba.
With Google, there isn't much to split up - they do a pretty good job of murdering any non-advertising business units themselves. 2023 isn't likely to be the year they kill GCP, but I'd put money on it being gone well before 2030.
Why do you think the government will have either the initial impetus or the necessary follow-through to split up the tech giants? As much as I’d love to see it happen, this seems far-fetched at best.
Comments
Not bankruptcy as such, but I am hoping 2023 is the year when we see some big tech break-ups.
Splitting Microsoft Azure from their productivity tools business is a tough sell, but seems to be the only way for investors to get an honest look at how their cloud business is doing.
Separating AWS from Amazon B2C businesses like retail and video would probably be a net positive for AWS, though it would also reveal that Emperor Jeff was naked all along - and Vice-Emperor Jassy is wearing cheap knock-off clothes from Alibaba.
With Google, there isn't much to split up - they do a pretty good job of murdering any non-advertising business units themselves. 2023 isn't likely to be the year they kill GCP, but I'd put money on it being gone well before 2030.
Why do you think the government will have either the initial impetus or the necessary follow-through to split up the tech giants? As much as I’d love to see it happen, this seems far-fetched at best.