My feeling is that Google cloud will always be hit and miss because their biggest customer by far is Google. So they'll do unbelievable scale on the stuff they use, and just passable on everything else.

It's also why I think that Facebook never joined the rat race. Most of what they do has no relevance to the average company.

Amazon, an online retailer, was really the most natural place to start an outsourcing of banal technologies for the largest market segment. And has grown from there.