We want to pretend it was still innovative, that multi-cloud and private AI are the future, that no alternative came close to VMware and the flagships Vsphere, Vsan, etc, Sub & SAAS transition and ARR going okay, well maybe. But there are better teams and companies out there doing multi-cloud and “private” AI. There are Hyper-V, Proxmox, Nutanix etc too. Yes. cheaper competitors are going to win when prices spike post close. Broadcom taking over is the last nail in the coffin. This company had a lot going for it, but it’s going to die a slow death now under BC. For those that will stay, get ready to work hard, in person, for something you know you don’t believe in anymore and perhaps never did. Does anyone believe there will be more innovation under Broadcom? Happy to start my much better job!
7 replies (most recent on top)
There's also azure, aws and a load of other better cloud compute technologies out there. Why on earth would anyone want to run a bunch of physical servers anymore. He-l you can even run your VMs in a kubernetes container, esxi hosts are irrelevant in this day and age
"VMware controls the private datacenter and has done for decades and will continue to"
Isn't this the attitude that is why VMW is in trouble and acquired? Those priovate datacentres are ALL moving to cloud - there will be very very few private DCs in the next 5 years
What? VMs aren’t going to die, but innovation is. Of course VMs are widely used and will continue to be, didn’t say we’re going bankrupt in the short term or anything or that private datacenters and large companies will stop using VMs. Just not going to grow, innovate, etc. A legacy company. Which is fine if that’s what you want.
No, I loved VMware, it was great over the years in many respects. That’s why I said it had some good in it. It still makes 12 billion or so per year. It’s still a cash cow. They were trying to be innovative, but now the hope of that is gone. I believed in VMware in the past but it was getting slower and I could see the cracks forming in recent years. As the other poster said, cheap labor means you get what you pay for. Lots of nepotism etc. Dell did ki-l it, Pat G was good the last one with some passion but even though he won CEO of the year he wasn’t perfect, too many acquisitions and the vision is hard to articulate when the industry has changed (kubernetes, GenAI etc) Yes, working hard is great if it’s for something you believe in. Vitriol? Nah.
The OP hasn’t got a clue. Probably another millennial Linux geek. You need to remember VMware controls the private datacenter and has done for decades and will continue to. 85 Million VMs all on VMware. hyper V, Nutanix etc hold a tiny portion of the on prem market. The future and opportunity ahead because of that on prem control is immense and you are blind if you think otherwise.
The reason why innovation died is because of Michael dellls cheap labour policy. Bringing in cheap Indian labor who are robots with no imagination and badly programmed robots at that barely able to maintain never mind innovate. Innovation was replaced by buying perceived innovation that customers really had no mass interest. VMware maintained the blackrock vanguard philosophy of get woke go broke coupled with copious amounts of UN communism. The management were some of the worst I've seen in any company. Cognitive dissonance were rife.
Nothing wrong with working hard - just because you dont believe in VMW and apparently never did doesn't mean others should listen to or follow your vitriolic ranting.