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Thomas Kurian, CEO of Alphabet’s Google Cloud, speaks at the Google Cloud Next conference in San Francisco on April 9, 2019.
Michael Short | Bloomberg | Getty Images

As a part of a recent reorganization within Google Cloud, CEO Thomas Kurian sidelined multiple tenured company veterans — one way he’s is living up to the company’s big expectations when it hired him two years ago.

CNBC reported Wednesday that Kurian, in a recent email to staff, announced a broad reorganization within Google Cloud’s engineering units. The shakeup is meant to help Google Cloud continue to grow its market share while streamlining an organization that has ballooned since Kurian took over. The technical unit alone has doubled since he joined, Kurian said in his recent email.

Google still lags behind Amazon and Microsoft in market share, but the recent reorganization and steady gains show why Kurian, an initially unlikely candidate, is doing what Google had hoped.

In the latest re-org, Kurian sidelined several veterans who otherwise may have stayed on board thanks to their tenure. There’s a joke among Google employees that longtime middle managers and executives can sit comfortably in their positions for as long as they want despite changing business needs, thanks to the cultural bureaucracy. But in this latest move, Kurian showed he isn’t afraid to bench veterans and give others more responsibility.

Kurian removed Eyal Manor, who has been at the company more than 14 years and worked within Cloud for five years. Manor oversaw the app management service Anthos, which Google hopes will give it an edge against rivals. Manor will look for other areas inside the company to work, Kurian said. Google spokesperson Jacinda Mein said that Manor chose to leave the group, and that the timing coincided with this reorg.

The reorg also effectively sidelines Urs Holzle, who was one of Google’s first ten employees and first vice president of engineering, removing him from some of his day-to-day responsibilities in favor of a more strategic role. Holzle recently faced backlash from employees for contradicting his own remote work policies, too.

Kurian also moved to unify Google Cloud’s technical teams under Brad Calder, who will take on some of Manor’s and Holzle’s responsibilities and report directly to Kurian. Calder spent eight years at Microsoft before joining Google Cloud in 2015.

Sundar Pichai, chief executive officer at Google LLC, speaks during the Google Cloud Next ’19 event in San Francisco, California, U.S., on Tuesday, April 9, 2019.
Michael Short | Bloomberg | Getty Images

Growth trumps culture, for now

While Google Cloud still isn’t profitable, Kurian has more than doubled revenue and slashed losses from when he first joined the company, earning praise from Alphabet CEO Sundar Pichai, CFO Ruth Porat and investors.

In the most recent quarter, cloud revenue grew to $4.63 billion, up nearly 54% from $3.01 billion a year ago. The cloud business had operating losses of $591 million, a dramatic 58.7% improvement from last year’s loss of $1.43 billion.

Kurian has also put a strong focus on the company’s sales organization. Prior to Kurian, 10 managers would have to provide approval before a salesperson could offer a discount to a customer, and the deal would then require non-disclosure agreements and a team of lawyers. Kurian streamlined some of those practices early on.

He has also encouraged the sales teams to incorporate other Google products, such as artificial intelligence tools and the Android mobile operating system, into their pitches in attempts to compete for more customers, especially more noteworthy ones. Kurian also reportedly boosted salespeople’s salaries to be more competitive than Amazon and Microsoft. 

Kurian had a reputation for a no-frills, at-times militant leadership style at Oracle. When Google hired him in 2018, it came as a shock because he was the least “Google-y” person to be a leader at the company, where employees largely felt they had a voice and everything was working toward a greater good.

Culturally, Kurian is still trying to figure out how to navigate that longstanding justice-motivated employee culture, but he isn’t completely writing it off, as some internally expected. Most recently, he claimed to seek information from the U.S. Customs and Border Patrol about how the company’s artificial intelligence cloud tools would be used amid employee concern. While, there’s still a contingent of employees upset with the prospects, Kurian hasn’t completely written those concerns off yet.

But culture fit is not why Google hired him. They knew his reputation. Google’s culture more generally had already begun moving toward a culture that no longer shied away from military contracts or used slogans like “Don’t Be Evil.”

Whether or not Kurian’s process works in the long run, growth is what Google wants and growth is what what it’s getting — for now, at least.

Watch Now: Google Cloud is reorganizing its engineering units

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Week in review: The Nasdaq’s worst week since April, three trades, and earnings

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Week in review: The Nasdaq's worst week since April, three trades, and earnings

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Too early to bet against AI trade, State Street suggests 

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Too early to bet against AI trade, State Street suggests 

Momentum and private assets: The trends driving ETFs to record inflows

State Street is reiterating its bullish stance on the artificial intelligence trade despite the Nasdaq’s worst week since April.

Chief Business Officer Anna Paglia said momentum stocks still have legs because investors are reluctant to step away from the growth story that’s driven gains all year.

“How would you not want to participate in the growth of AI technology? Everybody has been waiting for the cycle to change from growth to value. I don’t think it’s happening just yet because of the momentum,” Paglia told CNBC’s “ETF Edge” earlier this week. “I don’t think the rebalancing trade is going to happen until we see a signal from the market indicating a slowdown in these big trends.”

Paglia, who has spent 25 years in the exchange-traded funds industry, sees a higher likelihood that the space will cool off early next year.

“There will be much more focus about the diversification,” she said.

Her firm manages several ETFs with exposure to the technology sector, including the SPDR NYSE Technology ETF, which has gained 38% so far this year as of Friday’s close.

The fund, however, pulled back more than 4% over the past week as investors took profits in AI-linked names. The fund’s second top holding as of Friday’s close is Palantir Technologies, according to State Street’s website. Its stock tumbled more than 11% this week after the company’s earnings report on Monday.

Despite the decline, Paglia reaffirmed her bullish tech view in a statement to CNBC later in the week.

Meanwhile, Todd Rosenbluth suggests a rotation is already starting to grip the market. He points to a renewed appetite for health-care stocks.

“The Health Care Select Sector SPDR Fund… which has been out of favor for much of the year, started a return to favor in October,” the firm’s head of research said in the same interview. “Health care tends to be a more defensive sector, so we’re watching to see if people continue to gravitate towards that as a way of diversifying away from some of those sectors like technology.”

The Health Care Select Sector SPDR Fund, which has been underperforming technology sector this year, is up 5% since Oct. 1. It was also the second-best performing S&P 500 group this week.

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People with ADHD, autism, dyslexia say AI agents are helping them succeed at work

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People with ADHD, autism, dyslexia say AI agents are helping them succeed at work

Neurodiverse professionals may see unique benefits from artificial intelligence tools and agents, research suggests. With AI agent creation booming in 2025, people with conditions like ADHD, autism, dyslexia and more report a more level playing field in the workplace thanks to generative AI.

A recent study from the UK’s Department for Business and Trade found that neurodiverse workers were 25% more satisfied with AI assistants and were more likely to recommend the tool than neurotypical respondents.

“Standing up and walking around during a meeting means that I’m not taking notes, but now AI can come in and synthesize the entire meeting into a transcript and pick out the top-level themes,” said Tara DeZao, senior director of product marketing at enterprise low-code platform provider Pega. DeZao, who was diagnosed with ADHD as an adult, has combination-type ADHD, which includes both inattentive symptoms (time management and executive function issues) and hyperactive symptoms (increased movement).

“I’ve white-knuckled my way through the business world,” DeZao said. “But these tools help so much.”

AI tools in the workplace run the gamut and can have hyper-specific use cases, but solutions like note takers, schedule assistants and in-house communication support are common. Generative AI happens to be particularly adept at skills like communication, time management and executive functioning, creating a built-in benefit for neurodiverse workers who’ve previously had to find ways to fit in among a work culture not built with them in mind.

Because of the skills that neurodiverse individuals can bring to the workplace — hyperfocus, creativity, empathy and niche expertise, just to name a few — some research suggests that organizations prioritizing inclusivity in this space generate nearly one-fifth higher revenue.

AI ethics and neurodiverse workers

“Investing in ethical guardrails, like those that protect and aid neurodivergent workers, is not just the right thing to do,” said Kristi Boyd, an AI specialist with the SAS data ethics practice. “It’s a smart way to make good on your organization’s AI investments.”

Boyd referred to an SAS study which found that companies investing the most in AI governance and guardrails were 1.6 times more likely to see at least double ROI on their AI investments. But Boyd highlighted three risks that companies should be aware of when implementing AI tools with neurodiverse and other individuals in mind: competing needs, unconscious bias and inappropriate disclosure.

“Different neurodiverse conditions may have conflicting needs,” Boyd said. For example, while people with dyslexia may benefit from document readers, people with bipolar disorder or other mental health neurodivergences may benefit from AI-supported scheduling to make the most of productive periods. “By acknowledging these tensions upfront, organizations can create layered accommodations or offer choice-based frameworks that balance competing needs while promoting equity and inclusion,” she explained.

Regarding AI’s unconscious biases, algorithms can (and have been) unintentionally taught to associate neurodivergence with danger, disease or negativity, as outlined in Duke University research. And even today, neurodiversity can still be met with workplace discrimination, making it important for companies to provide safe ways to use these tools without having to unwillingly publicize any individual worker diagnosis.

‘Like somebody turned on the light’

As businesses take accountability for the impact of AI tools in the workplace, Boyd says it’s important to remember to include diverse voices at all stages, implement regular audits and establish safe ways for employees to anonymously report issues.

The work to make AI deployment more equitable, including for neurodivergent people, is just getting started. The nonprofit Humane Intelligence, which focuses on deploying AI for social good, released in early October its Bias Bounty Challenge, where participants can identify biases with the goal of building “more inclusive communication platforms — especially for users with cognitive differences, sensory sensitivities or alternative communication styles.”

For example, emotion AI (when AI identifies human emotions) can help people with difficulty identifying emotions make sense of their meeting partners on video conferencing platforms like Zoom. Still, this technology requires careful attention to bias by ensuring AI agents recognize diverse communication patterns fairly and accurately, rather than embedding harmful assumptions.

DeZao said her ADHD diagnosis felt like “somebody turned on the light in a very, very dark room.”

“One of the most difficult pieces of our hyper-connected, fast world is that we’re all expected to multitask. With my form of ADHD, it’s almost impossible to multitask,” she said.

DeZao says one of AI’s most helpful features is its ability to receive instructions and do its work while the human employee can remain focused on the task at hand. “If I’m working on something and then a new request comes in over Slack or Teams, it just completely knocks me off my thought process,” she said. “Being able to take that request and then outsource it real quick and have it worked on while I continue to work [on my original task] has been a godsend.”

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