I think the decision must have considered future extensibility of the platform. IBM Cloud competes in 2 niche cases: VMware and Kubernetes. I have many clients for whom VMware based clouds make sense, but zero where containers are possible except for custom app dev, and even then Serverless is leading the way.
I know some sharp guys in IBM Cloud and I wonder what makes them stay when we haven’t produced anything meaningful in terms of market penetration.
I pray to god that IBM Cloud is sold, or that we all get cast to the winds except for IBM Cloud. Letting it sink on its own is the only way to progress the company at this point.