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Chronicles

The story behind the story

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Google Cloud eliminates fees for customers who leave for a rival service, effective immediately, which may put pressure on Amazon and Microsoft to do the same

https://lnkd.in/... Ignacio Garcia Alonso : Today I want to share what, in my humble opinion, is a game changer.  Cloud should be an option and open.  No fees if you move out.  No hard feelings. … Forums: Msmash / Slashdot : Google Ends Cloud Switching Fees, Pressuring Amazon and Microsoft

Bloomberg Dina Bass

Context & Ripple Effects

Google Cloud had already used commercial terms to compete, including earlier cloud price reductions and a lower marketplace revenue share. Removing a cost of departure extends that playbook from attracting workloads to lowering the cost of leaving.

The move became an early marker in the vendor-lock-in debate: AWS later dropped comparable data-out fees under regulatory pressure, while later coverage points to multi-cloud transfer rules becoming a more explicit policy issue.

First-order effects

  • Google Cloud customers can move data and workloads to a rival without the newly removed switching charge, reducing one direct cost of changing providers.
  • Amazon and Microsoft face immediate commercial pressure to explain or reconsider their own exit-fee policies as Google makes portability a competitive term.

Second-order effects

  • Procurement teams gain more leverage in renewal and migration discussions, because an exit path is less costly to preserve or exercise.
  • Rivals risk losing price-sensitive or multi-cloud workloads unless they match the policy or offer other terms that offset the cost of staying.

Third-order effects

  • If major providers broadly remove exit charges, cloud competition could shift further toward service quality, workload compatibility, and ongoing usage pricing rather than friction around moving data.
  • The policy also strengthens the case that portability is a market-structure issue, making vendor lock-in a more durable focus for regulators and enterprise buyers.

The trend: Cloud providers are increasingly competing over portability and lower switching friction as customers and regulators challenge lock-in economics.

Discussion

  • Pure Xbox Ben Kerry on x
    Epic CEO Makes Outspoken Statement About Microsoft ‘Empowering Developers’
  • @quinnypig Corey Quinn on x
    This is brilliant and costs them nothing. 1. Reduces regulatory pressure 2. No customer would leave “were it not for the one-off data egress fee.” It costs at worse the same as storing the data where it is for 3 more months 3. Makes presales easier for the lock-in avoidant
  • @dhh @dhh on x
    “But as shocking as the fact that Google is dropping the egress racket is, I'm almost more stunned to see them recognizing its benefit for those leaving the cloud in addition to those moving between competitors.” https://world.hey.com/...