You're right to say that VMware has the right fundamental building blocks and that they are mature enough (especially the compute aspect).

But I think you underestimate the maturity and effectiveness of the underlying google compute and storage substrate.

(FWIW, I worked at both places)

Now how the Google's substrate maps onto GCP, that's another story. There is a non trivial amount of fluff to be added on top of your building blocks to build a manageable multitenant planet scale cloud service. Just the network infrastructure is mind boggling.

I wouldn't be surprised if your experience with a "VMware cloud" would surprise you if you naively compare it with your experience with a standalone vsphere cluster.