I don't disagree, I think Google will suffer in the Cloud game because of their reputation to 180 and kill products. But I do think they will continue to gain ground in both customers and features. As I said though, Azure will likely benefit the most. The main reason Google will remain in the race...imo is because there is still a deeply seeded hatred of Microsoft amount a big enough part of the community.
Decision makers spending five and six figures per month on infrastructure don’t generally make decision based on “hatred” of a company.
Decision makers more often than not make choices based on some variant of “No one ever got fired for buying $x” and $x rarely equals “anything made by Google.”