My question is: will we ever have better products?
As long as they keep building complex, fragile products that don’t integrate well, and keep blowing their cash on botched acquisitions, no amount of shuffling the deck is going to change much.
Without better products this company is going nowhere. I totally agree with the poster who wrote this on @pmo+19cNjXLu.
What percent of the Global 3k companies will be 100% native single cloud? I dont think any honestly their will always be room for hybrid and multi cloud as more and and more cloud providers come to market and i dont think the world will be 100% cloud anyways its literally not possible in all of GOV, Healthcare, Financial sectors. Net Net there should be some role for VMware to play
VMWare Cloud is a dream that started 5-6 years ago. Didn’t work out then but the success/goal of VMWare Cloud was keeping customers on ESX. If we lose virtualization, then we lose the binding agent (advantage) that lets VMWare sell its other services. In general, I think cloud providers can do things more cheaply than we can and more easily. I sense that when customers re-build their apps into containers, they’ll move off VMWare and onto CSPs, in exchange for deeper discounts and longer term commitments.
There is no shiny end to this. VMWare on a CSP was a desperate move as CSP’s exist nearly every customer’s physical DC footprint.
@1hou+19dIoPv1 VMware cloud and Tanzu are VMware's lifeline to reinvent itself (main dish - running the workload itself) while trying to still secure the side dishes (management, security, etc.). If customers need to modernize their apps to deliever greater impact to their businesses, it doesnt matter if its running on VMware cloud, they will still go the extra mile to refactor them on cloud native platforms, regardless if Google/AwS/Azure folks are actively pursuing them. It boils down to cost, time, effort, impact.
Fire entire teams and move development to cheaper geographies.
Listen to people who BS all the time, and disregard people with a track record of actual success.
All while singing EPIC2
RE: the cloud partnerships with AWS, Azure, Google, etc. Not only is it risky, it is inevitable. Keep in mind that AWS, Azure, and Google engineers can see the stats on what workloads are running on their physical hosts; and make no mistake, that info will get fed internally to marketing/sales teams that will go after those customers and invent them to migrate to native cloud. 5-7 years from now (maybe less), a big chunk of those workloads will either be transferred to a native cloud or will have been decommissioned.
Regarding products and partnerships, does anyone here think our VMWare on AWS|GCP is risky? Meaning, customers are just one step away from removing VMWare virtualization for AWS or Google virt platform? I always thought that but since I’m not in sales, business or some ambiguous strategy team, I can’t really confirm this
This is the legacy of the outgoing CEO:
Squeeze internal cost centers until they cut all output useful to the rest of the company to a trickle.
Aggressively use H1B visas (https://www.cnbc.com/video/2016/11/11/vmware-ceo-we-are-huge-advocates-for-aggressive-use-of-h1b-visas-.html), to the detriment of local talent.
Fire entire teams and move development to cheaper geographies.
Force hiring in cheaper geographies
Listen to people who BS all the time, and disregard people with a track record of actual success.