Google’s advantage is it’s infrastructure. Yes. And it’s used to deliver raw speed. Speed speed speed. Fast matters a lot. Users stay longer, come back more often, and you get more of them. I keep saying that, and my fascinating with scalable architectures kind of comes from that too (although scaling isn’t the same as performance of course). And it has to be cheap speed, of course, coz expensive speed doesn’t help you much, and that’s where Google really seems to have the advantage: cheap speed.
I’m sounding like a drug dealer now.