I don’t intent to write down my full thoughts here, but sharing some ideas to consider:

1. Google Workspace – double down on it as communication, collaboration and productivity is huge market opportunity and in post-pandemic era as well will continue to remain so.
   1. Strengths – Gmail, Calendar, Docs, Sheets, Marketplace integrations etc.
   2. Threats – huge competitions from Microsoft (O365, Teams), Slack (+Salesforce), Zoom and has many more players
2. IoT – huge opportunity size. To be a serious contender for GCP, need to have E2E capabilities including IoT
3. Blockchain – cloud providers can play big role, invest early to create differentiation. Acquire right company which fits on the vision

I will then drill deeper on #1 as that’s my forte.

Form what I know I would state the following two points:

• Only 20% of google’s $180B revenue comes from non-ad revenue sources. Google Cloud is a big part of Google’s revenue diversification efforts. Google cloud at $13B is still under 10% of total revenue.
• Google cloud is at position 3 compared after Amazon AWS and Microsoft Azure. Typically only top 2 platforms take majority of stake in a lot of businesses.

Google Cloud’s Goal: Become one of the top two Cloud platforms in the world by deeply understanding and addressing customer needs as world gets digitised and contribute significant revenue to Google.

And then I start by asking the following questions What are Google Clouds existing offerings?

• Google Compute
• Google Storage
• Google AI & ML

What are customer pain points with Compute? What are customer pain points with Storage? What are customer pain points with AI&ML?

Google AI& ML is the best out there and very effectively competes are outdoes the competition in that space. So if I have to prioritise only one product in GC, I would not look here immediately.

I then categorise Pain points in Compute & Storage as follows

Compute

• Gaps in the ability to address customer use cases
• Implementation Problems / Time to Value
• Ongoing Maintenance (Simple vs Complex)
• Ability to expand without issues into multiple business lines as customers go digital across the enterprise

Storage

• Object storage
• File storage and ease of access
• Data Archival needs
• Data processing & Access Technologies

I would check if there are any obvious gaps / pain points in the above areas. With the above enquiry I will understand if there is a need to build a product /solution in the basic set of capabilities needed to become one of the top 2 cloud platforms in the world.

Next, I would go to following two points, Success in the big cloud business depends on

• Ability to Migrate customers from other clouds to Google Cloud
• Ability to work along with other clouds in Hybrid Cloud scenario.

I don’t see Google Cloud Migrate as a separate offering, so if there are any gaps there, I would pick that as a potential product to prioritise.

Then I would check if there are any Gaps in the Google Cloud offering for Hybrid Cloud Scenario.

Form the above I would pick one, based on where Google Cloud business is right now and what creates maximum impact in its journey to one to two cloud platforms.

Any further refinement of the answer needs a lot of knowledge on existing Google Cloud offerings and a quick check tells me there are 100+ of them!