Urs is good engineering manager, but bad business manager. So while he was managing TechInfra, it was ok, once he started to manage Cloud, it wasn't. Interestingly, he is smart enough to realize it, this is why he hired Diane, who managed business side at least more competently. But it looks like Diane didn't demonstrate enough liberal virtue with her support for DoD contracts and got kicked out. Now they hired Oracle dude to replace her, most likely not a great culture fit.