Salesforce made 4.34B in gross profit in 2021, they aren't hurting for money and the "health of the business" seems perfectly fine. I'm sure someone got a raise for cutting this program, it will save the company some money in the short term, and that person will have left to screw up another company before the chickens come home to roost. It's a tale as old as time and something we've seen enough times to notice the signs.

Thanks Shostack. As it happens, I don't have an MBA, but I have considered in the past as I think it is important for people who come up through the engineering ranks to GM jobs to be well rounded. Instead I've done a lot of learning on the job, which also works.

Someone doesn't need to be "a stupid MBA" to have made this decision

They might not have an MBA but it seems like a "bean counter" sort of decision. Maybe it's easier to just blame the MBAs than assess the whole leadership team's motives when we see short sighted strategies that improve profitability today and kill the product's ecosystem in the long term. I'm getting flashbacks of the Boeing documentary just writing this.

MBAs have destroyed the US/Europe. How? Outsourcing all the jobs/manufacturing to China. This caused so many knock on effects. Some include an angry unemployed population electing Trump/other populists, the west being caught with its pants down during COVID when things we needed could not be obtained from China...many others as well.

Then subsequently after all the manufacturing jobs were outsourced the next thing to be outsourced was R&D(to suppliers). For example: Car companies shutting down one division after another and just relying on suppliers. Ford used to have in house seat development, their own metallurgical teams etc. All of it outsourced to suppliers who are trying to spread out their costs so everyone gets the bare minimum because all of the fundamental tooling is reused for every customer. The MBA dream was to outsource everything including manufacturing and just stick a badge on the finished car at the end.

It is a cancer that has permeated a lot of western business(so many MBA grads have to go somewhere right? They ended up at almost every company regardless of industry)

We are finally starting to swing back to pre-MBA. Tesla for example was criticized heavily for doing things like bringing seat manufacturing in house. They understood that everything a user touches and feels should be in house profound knowledge and I believe it is benefiting them in terms of customer satisfaction. Furthermore material science knowledge sharing with SpaceX is very exciting to see and will hopefully increase innovation in the industry.

Its not only Tesla, small business is turning the ship around as well. Another example is Origin USA. They wanted to bring back jiu jitsu gis manufacturing but discovered that most industrial looms were rusting away or shipped overseas. They found one loom in Maine and pulled the old guys who knew how to run it out of retirement to help teach a new young generation to slowly start bringing that experience and capability back into the US.

A lot of profound knowledge has been lost. People forget that technology and what we enjoy does not magically come out of nowhere. It requires sustained effort and on the ground knowledge that has to be maintained or it will be lost.

I think you mean "privy to."