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Google Cloud Assembles Dream Team

A new wave of rock star cloud executives are joining Google Cloud as the company makes a strong pivot towards the enterprise market.

The biggest news of the past few months was the announcement that Thomas Kurian was joining Alphabet as the CEO of Google Cloud. After more than twenty years of service as Larry Ellison’s go-to product development and technical wizard, the two apparently could not reconcile core differences in their strategic approaches for Oracle Cloud.

Kurian sees the cloud as an opportunity to host a multitude of vendors’ products in an environment where the best will succeed amidst market competition, spurring innovation and technology advancements along the way. Larry Ellison views the Oracle Cloud as the destination for all of Oracle’s customers to fully adopt the Red Stack and run all Oracle products from the infrastructure layer through applications and in the Oracle Cloud.

It was just announced today that Rob Enslin will be joining Google Cloud as President of Global Customer Operations. This is mind-blowing news, as Mr. Enslin spent the past 27 years at SAP, most recently as CEO of SAP’s cloud program, president of SAP North America, and CEO of SAP Japan while also serving on SAP’s executive board. Mr. Enslin also oversaw the recent $8B Qualtrics acquisition. This is a huge gain for Google Cloud and a gut punch to SAP.

Our Take

Google Cloud is tired of being the third string in the IaaS cloud wars! The single biggest criticism of Google Cloud to date is that it is not enterprise friendly. I believe with the additions of Thomas Kurian and Rob Enslin, the question becomes not if, but when does Google Cloud close the gap on Microsoft Azure and Amazon AWS.


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