AWS are just developer tools and hosting, right? Google Cloud includes both GCP and gsuite, so it is more like Microsoft office 365 combined with Microsoft Azure.
AWS are trying to get into that game. They now have hosted email, documents, file sharing, customer support, and corporate voip products. No doubt more are lined up.
For now. The next logical extension of AWS, as they saturate the tools / hosting aspect, is to begin eating the ecosystem of software businesses that depend on them. They'll tread carefully and will do it non-the-less.
It's the same thing every platform or large service ends up attempting. From Reddit to Twitter to Google to Microsoft & Windows and so on.
Amazon understands that well, they're aggressively doing it in retail. It's guaranteed they will do it with AWS. As its growth rate slows, they'll accelerate that cannibalize-your-customers (CaaS, or CYCaaS) as the next growth opportunity.
Generic CRM, targeting Salesforce and Oracle. Etc. Amazon will view these types of offerings as just another block of software service on top of their AWS structure. The playbook is that Oracle's margin is their opportunity and it doesn't stop at databases.