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Most public companies already outsource their executive management to Wall St analysts.

I think the reality in this case is that the cloud providers are little different than the incumbent (ie IBM or some other dead platform). Mainframe is a sole source solution, and IBM is always trying to extract their own pound of flesh as they manage that business down to zero.

At scale, you’re better off managing a handful of suppliers (probably Microsoft, Oracle, Azure, IBM) than dealing with one, and figuring out how to sustain the business as the workforce literally dies off. Nobody with half a brain is getting mainframe skills.

I’m not a fan of FedEx, but they seem to be a company well aware of its limitations and able to take action to correct. For example, they went to “outsourcing” the last mile delivery to independent contractors first when they figured out (almost too late) that e-commerce needed ground shipping. They sort of did Uber, except they didn’t have the ability to just break the law.



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