While TK now has a fresh start, financial backing and really good technology, I'm not saying that he is somehow going to be a superstar. His teams at Oracle haven't produced anything substantially new or innovative, instead only maintaining and incrementally advancing what they've been handed. Fusion Apps, one of his biggest efforts, was a complete failure. Oracle was sued by the Department of Labor specifically because his organization discriminated against anyone who wasn't an Indian man. He is an autocratic, verbally abusive leader who surrounds himself with those who agree with him (which explains most of the previous failures/issues and is the biggest issue Google is going to face). Finally, TK has only run development (and poorly at that) but will now be expected to handle sales, marketing, etc., so he has much more that he can screw up.
At least from the sales side of the organization, I think he will initially be welcomed. Sales values things like confidence, being polished and persuasive public speaking ability -- all the things where the previous Cloud CEO was weak and TK is strong. From my perspective, I think that TK could actually show "success" over 2-3 years. The Google Cloud sales organization has been scaling up over the past year and that momentum will likely start to show significant gains startingin the next year -- all something that TK can claim credit for despite not earning any of it. In addition, his true, toxic self will take a while to impact his reports and it will take some time for people to leave and for the culture to shift. Even then, as long as enough people stay and Google's technology stays strong, things aren't going to implode. IMO, TK is likely setup to have a good 2-3 years and, potentially, more. However, I don't see that being true for those who work in his organization as it will increasingly become more like the environment at Oracle and people will either leave or will learn how to shield themselves and survive despite the toxicity.
I think this is useful and I am reposting this from @WaHRX4c-2yfa