From my view, this is a case where random big box mgt consulting firm (McKinsey, PWC, Booz) found some loose cash on $xM engagement. Tim then publicly regurgit

From my view, this is a case where random big box mgt consulting firm (McKinsey, PWC, Booz) found some loose cash on $xM engagement. Tim then publicly regurgitated much of the internal deck logic. Obamacare may have been his own (questionable) addition - but the two distressed babies was definitely in the deck. Whichever consulting firm it was obviously need's to coach those CxO's better on implementation.