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Google's cloud computing services and infrastructure platform

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Anish Acharya

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Anish Acharya mentioned ✓ High confidence
"That's probably closer to AWS, Google Cloud than it is Uber Lyft."
From: a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? • ▶ 13:16 • Feb 2026

Attribution: Used as comparison for market structure with reasonable margins in oligopoly