throwaway57754

IBM bought Red Hat for OpenShift. IBM buying Red Hat was supposed to propel OpenShift and Red Hats portfolio into the C-suite connections IBM had. Instead, it seems IBM has force marched Red Hat to focus all their energies on OpenShift at the expense of their larger portfolio. OpenShift probably isn't performing as well as IBM expected, and even with 4 it still carries the "OpenShift is not Kubernetes" vibe. IBM also has a bunch of products in their portfolio that compete with Red Hat.

On the IBM side, weird shit is a foot. The GTS spinoff into Khndryl is very, very bizarre. They're a profitable part of IBM but need to be excised, quickly? It's causing chaos for accounts that had deep GTS coverage as the account teams are basically adversarial. The rest of IBMs portfolio is stagnating as they chase fads and lose to niche players with better overall value. Especially with the Data/AI space, startups are killing them.