Earlier quoted context omitted.
Right, my point is that any number of cloud providers could swoop in and offer the same product for probably cheaper
This is generally true about every company though. Someone can always swoop in, and huge incumbents can always do it cheaper, at least in theory.
Apple's moat, for example, is its institutional knowledge of design and maybe its relationships with its suppliers, e.g., their deal with TSMC to lock up most of TSMC's capacity on the 5-nm node. Another moat Apple has is consumers who do not like engaging in sysadmin battles with their consumer electronics. One of my friends, a 79-year-old woman, for example, told me once that she wouldn't consider buying a computer from any company except Apple. (I could probably induce her to change her mind on that, but it would take persistence and patient explanation on my part, and also I'm probably the only person who could change it.) The main way Apple has maintained (for 38 years!) its dominance in institutional knowledge of design is probably the fact that most of the young talented designers want to work for Apple (partly because most of the people willing to pay extra from good design in consumer electronics buy from Apple).
Google Search's moat seems to be institutional knowledge on how to build a good search engine and access to data on what people search for and which search results they click. Strengthening the latter moat is the reason they're so interesting in having all traffic from the consumer's browser encrypted: namely, so that the consumer's ISP cannot sell data on the consumer's interactions with Google's search engine to any competing search engines. Another moat Google has is that most consumers will not take the trouble to change the default choice of the search engine used when the consumer types a non-URL into the location bar of the browser. Strengthening that moat explains Google's willingness to pay Apple and Mozilla to be the default search engine and Google's interest in giving away Chrome and Android.
Microsoft's moat: practically every organization uses computers and needs employees who know how to use those computers. They mostly choose Windows and Office because that is what most prospective employees know. In turn, when a young person improves his or her attractiveness to prospective employers by learning computer skills, they usually choose to learn Windows and Office because that is what is running on the computers of prospective employers.