It's a mistake to just compare Google with AWS, thinking in terms of basic storage and computing. That's boring and obviously there are tons of alternatives, including Snap Inc. building it themselves, for the amount of money cited.
When it comes to cutting edge AI and related, Google's offerings clearly stand out among other cloud services.
Disclosure: I work on Google Cloud
But without anymore context into what Snapchat is saying, it's too easy to read just about anything into that comment.
Firebase is the killer here. AWS and Azure don't have it or anything comparable for realtime data. If they do, please tell me about it because I'd love to know about it!
I'm particularly interested in this because I'm building a product supported by Firebase and will have the same lock-in described in this filing.
I need the actual GPU—graphics, OpenGL, etc.—part, not just CUDA, in addition to the hardware H.264 encoders that come with nVidia's GRID CPUs. GCE has no equivalent.
We're also using Amazon's Elastic File System, and I don't think Google has an alternative—though that's something I could handle differently if I had to, at higher cost.
I'd be happy to get you early access, Erich ;).
Disclosure: I work on Google Cloud.
I'm pretty sure AMD also has the ability to H.264 encode the screen at 60fps (with low latency) which is really important to us—our "workstation" is entirely in the cloud, with a Pi 3 running the display/keyboard/mouse.
Compare this situation to Dell v. Lenovo v. HP commodity x86 servers: if one goes out of business, you can go to the others (and proactively use this as leverage when negotiating). EDIT: Or more realistically, you don't need to do much/any work to run your service on a Dell v. an IBM.