While Google Drive competes with Microsoft's SkyDrive and Apple's iCloud, the companies that are more at risk are smaller consumer service providers, such as DropBox, Box.net, SugarSync and YouSendIt. Those sites have appealed more to technology enthusiasts, not average consumers. But when it comes to adoption, relationships matter.
Hundreds of millions of consumers already have a relationship with Google through its email, document storage and search services in much the same way other users have relationships with Apple and Microsoft.
"They don't have much of a relationship with theses smaller [cloud] companies," Gartenberg said. "The challenge for these smaller companies is reaching out to consumers or shifting to somewhat of a different market; the problem is that Google also wants the business market, the small business market and ultimately the enterprise IT market."
Brad Nisbet, an analyst with market research firm IDC, said a business offering is the one place where Google Drive falls somewhat flat. What often happens is that employees begin using a consumer-class cloud service for storing personal photos, music and documents and then want to use it in their work place.