Had I started an IoT company, I would not have depended on any cloud IoT product. VMs, blob storage, containers, load balancers, hosted databases. But not anything labelled "IoT".
I have worked in an IoT company, and sometime time-to-market makes uncomfortable dependancies necessary. Hopefully people making those compromises have escape plans, but I doubt all of them do. I expect to read several "Our incredible journey" product end-of-life posts as Google kill off startups without a way to recover from this shutdown...
I worked at an IoT company, and I saw a few demos of IoT cloud solutions. We never found them to provide a lot of value. They were solving the easy problems and ignoring the hard ones.
