When I was AWS 2012-2013, the sense that the Cloud is going to be huge got more and more evidences from customer feedback.
When I joined Google in 2013, the sentiment was that Google can easily beat AWS. But, for all those talks, they have not mentioned any significant understanding on what customers expect from GCP, and why and how GCP can win. The idea was simply that Google's tech (and a self-complacent idea that Google engineers is somehow superior) is just better, therefore it will win. The vast majority of hard work in between was never discussed.
Even later in 2016, I was pitching my Director to build a Cloud service that exposes Borg's experience (I worked at BorgMaster team then); the experience would be close to AWS Fargate (or Cloud Run). And the reply was that its technical complexity would be too high. Once again, there is no thought given to whether or not customers would be loving to use such services. Granted that, I did not have the PM expertise or connections to build a stronger proposal, but the focus on technical thinking is evident.
They can just wait for some rinky-dink startup to build something great, then swoop in and buy it.
What they miss is that users are actually pretty proficient at building things the way they're used to. Even if that way isn't necessarily the most efficient it's what they're good at. And they don't actually need or want a revolution, they just want to plop some existing infra into a hosted datacenter, or spin up some dumb VMs and run some dumb VB app on them.
I work in Azure, and I like to work on cool new things like Google imagines as well. But I have to admit, the vast majority of the money comes from dumb functionality that allows users to lift and shift. This seems to be what Google has a hard time accepting.
Were you in a PM capacity there? It's a shame you couldn't find someone else who saw the vision of easier developer tooling being made widely available.
I indeed later was reminded by a PM college that I should have been talking to a PM for supportive information.
Now have been working in a small startup for a year. I definitely can see that I was lacking the expertise.
Probably any engineer that wanted to implement cross device message syncing or end to end encryption without dealing with the politics of 1000s of other companies.
Not saying what Google did, but I'm tired of hearing about this XMPP (and/or IRC) pancea when both had non-trivial UX issues.
See also Google's reinvention of things like build tools internally. Lots of open source versions, but they caused plenty of engineering pain of their own.