Given google is already starting down the ultimatum path, seems like there's not space in this game outside of the big two. Probably a good business move not to get involved.
I don't think the positions are set though. We'll always want more compute, storage and smarter platform that is reliable and affordable.
As long as Google keeps on positioning itself as reliable and does a few things really well, they'll win those segments. They're already doing that with K8S but their recent emails about per hour pricing was just stupid. It sends a message that their VPs just don't understand what people really want.
