If they pour all of their efforts into customer experience, maybe they can stay in the game. I personally am terrified of using Google Cloud. I'm afraid something will go wrong and I won't be able to talk to a human. I've heard so many stories about the "stone wall" that is Google customer support. Also, I'm afraid the rug will get pulled out from under me if I decide to go all in given their history of axing project…
The thing that scares me the most, is some automated system deciding that I did something wrong without telling me and banning not only my Google Cloud account but also all of my personal google accounts.
It's bad enough that we use G Suite and that's vulnerable to this. But a cloud lockout, with tooling built for a specific cloud, database restores required, etc. would be a whole different level of devastating. I almost have an obligation to shareholders to steer clear of them just because of that.