Toyota has made a multi-decade business model around "skating to where the puck has been". Why can't IBM?
And people on the Hill trying to make their mark are concentrating more on the Ad Business and Marketplace portions - those are easier wins for consumers and (more critically) small mom and pop businesses that love to participate in local politics.
https://community.hacc.mil/s/jwcc in case anyone else was also wondering
IBM has failed to build a reasonable cloud platform, and not for lack of trying -- for over a decade at this point -- through both internal work and acquisition. Create a cloud.ibm.com account and poke around.
> Toyota has made a multi-decade business model around "skating to where the puck has been". Why can't IBM?
They can, but I'm not sure what you mean by Toyota... they were early on hybrids in general and are definitely the leader in the plug-in hybrid space... what competes with the RAV4 or Prius plugins if you need ICE car range on the weekends and electric for your short commute?
As for Toyota, hybrids were basically their last big innovation. And their plug-in hybrids are iterations on their regular hybrids, not new ground-up designs. Since the late 90s they've been continually behind the curve by intent. Their engines/transmissions/infotainment/interior design is all at least 5 years behind the competition, as are their EVs. They've taken a stance that refinement is more important than bleeding edge innovation, and a good chunk of the market seems to agree (my family included, we drive two Toyotas). The hydrogen stuff is just noise.
> Krishna’s strategy has been focused on bolstering the company’s offerings in hybrid cloud — providing services to customers that run their own data centers in some combination with public cloud
i.e. making it easier to move between data centers and cloud, and back again, so if "companies are taking a look at how much they are spending on cloud." then sounds like IBM are skating towards where the puck is going.
Hasn't that already been won by like 3 companies?
Skating to where the puck has been. While other companies are taking a look at how much they are spending on cloud. It's already a commodified market yet IBM sees itself as the one to grow into it.