https://www.bloomberg.com/news/articles/2018-09-12/oracle-s-kurian-is-said-to-take-leave-amid-discord-with-ellison
7 replies (most recent on top)
Thing is, LE used to really have vision...sometimes he was way too early (NC not going to be a consumer item if households are on dial-up modems)...but he is/was a really, really smart guy and tenacious. WTF happened?
These are certainly top talents. Glad they are aboard. Hope they stay now that the head of snakes is removed. There's work to do. Considered that redemption.
If O pays a lot to 'borrow' some talents from A or M and then nothing was out.
Why O still thinks those borrowed talents are real talents?
If O pays a lot to ask TK lead the cloud org and nothing has been done right.
Why O still think someone like TK will lead the old cloud org to success?
Give me a full story please.
TK was supposed to lead an org to challenge Amazon. He spent the resources, hired new talents and concentrated existing talents into a core cloud team that couldn't deliver. Then he does what? He suggested giving up the initiative and buy from competitors and layoff this remaining core talents? However little talents are left, they are still the best big O currently has.
The article is pure noise and an attempt to cover up cloud fraud.
I would offer that TK only recently adopted this strategy of Oracle SaaS on competitor platforms, after his org couldn't deliver on IaaS despite hiring thousands to do so. It was a pure bailout option. I don't know if LE has the interest or attention span to run TK's org these days but I'll bet he does a quick assessment and cleans house.
Either TK has a near-term revenue increasing tactic that cannibalizes Oracle's cloud strategy or TK has a strategy for a viable, albeit smaller, Oracle. Smaller in revenues and people. Which is it...depends on whether the cloud strategy is going to work at scale "soon" and attract new customers and new revenue.