VMware could have been successful with Heptio or with Pivotal
Heptio had the founders, but no leadership skills to build products. Smart move to cash in on their invention, but those folks have zero skill to build a biz. VMware leadership should have realized this, installed more competent people, but failed to do so.
Pivotal’s software offerings have a decent amount of customers, but the world moved on and they missed k8s - in fact arrogantly dismissed it with a wave of the hand.
The rest of the pivotal portfolio is outside the infrastructure space, which VMware has no idea about how to manage or sell either. Those assets might as well have been coat hangers, coat hangers that no sales person was ever incentivized to sell. Just simply not in VMware’s round house.
So I think they would have bother failed even if only one or the other was acquired.
It all comes down to leadership, we have had and still have terrible leaders. Overcompensated, terrible leaders.