Do they really think they were going to become market leaders in three years? Come on. The market for cloud infrastructure is in its infancy. The opportunities are there. But you don't build a large business within a potentially multi-trillion dollar industry by being impatient.
And hiring a former Oracle executive just shows how impatient they are... It a complete change of the playbook and it likely means that they are scrapping a huge chunk of Greene's original go to market strategy for Google Cloud.