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 unde

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.