Cloudera

Not all want to deploy and manage open source solutions themselves. Here comes Cloudera. They are known for Hadoop. In the first part of last decade, they were shining. Still, many companies use those old technologies, and they need support too, which brings Cloudera money.

1. Since Hadoop, no real innovation has come from them. They are fettered by silos and dependencies, redeeming age-old things and surviving. With reduced product innovation, they are more of an infrastructure vendor for open source now.

2. No coherent vision, rather a fluctuating vision.

3. Almost all of the CxO left, and they hired new folks. The same rhetoric.

Without real product innovation, and just doing support of open source, you can't regain your strength. It seems all focused on surviving until the light goes off one day.