They talk a lot about reducing operating complexity and scaling their infrastructure, I wonder what the cost of their current infrastructure + the staff to maintain it might be vs the managed solutions that cloud providers offer now.
For example, using cloud datastore or spanner or big table as a persistent layer, these managed services can definitely scale to the current need and I've seen them go much higher as well.
For logs ingestion and analysis, big query can be a very powerful tool as well, and with streaming inserts that data can be queried in near real time. For things that are less urgent, batch queries. For other things dataflow can help with streaming workloads.
I think one of the problems they alluded to though was that at the moment they're on a single provider, and what they're looking for is a multi cloud strategy which totally makes sense. A lot of the above products create some kind of locking, with some exceptions, like using hbase as an interface to big table or beam as an interface to dataflow. Though I don't know what the other providers offer that may have these same interfaces.
Another option is kubernetes, which I believe all providers are pretty strongly embracing. Having most of the supporting infrastructure be brought up with a few kubectl commands could help them scale across several cloud providers quickly.