Big Data Cartoon - What's with Pivotal?

Last week, Pivotal joined its forces with its former rival, Hortonworks, announcing that they will form a join Hadoop Core platform. In my understanding, Pivotal is giving up its own distribution of Hadoop in favor of Hortonworks Data Platform.

However, Yevgeniy Sverglik on DataCentralKnowledge quotes Cloudera and MapR as saying that there is no need for another Hadoop Core, and that this is about marketing with self serving interests.

Who is right? Our illustrator ponders.