Option 3. This is PR and not a postmortem containing facts you can use to inform your decisions.
I fear there is no journalism here. No attempt to uncover real motivations, nothing remotely negative, no dissenting comment from current/past engineers, nothing about who paid what to whom, the incestuous relationships of ex-Googlers (Evernote CEO is ex-Google), how much Google is losing to take on high profile customers, who is placing these stories or anything other than pushing the narrative that "everybody must move to Google Cloud".