Thread regarding VMware layoffs

Understanding VMware’s Future: Partners, Technology, and Investment Direction

https://idcdocserv.com/US51341423?

This comes across as a paid promotion piece. It's not good advice to IDC clients.

There are no joint solutions from Broadcom now that they have VMware. There is no product integration, no product synergies. Just a list of disparate products.

The only change is that customers can buy from one vendor, but you can be sure that they have not integrated the back end systems and buying isn't easy.

VMware Cloud Foundation is a hosting and management layer, and it is expensive. It's a migration path as you go to the cloud native platform.

BC are betting on application modernization but Tanzu is a lagging product. There are many alternatives, especially cloud native tools.

BC isn't focused on investment. They are cost cutting like crazy. They have not announced any investment plans.

Broadcom has eliminated Market Development Funds, they have laid off partner enablement managers and partner marketing managers.

BC are ignoring all but the top customers but much of their revenue comes from those that are below the top 20%.

All of the partners are signed up to sell the competition, and the competition are going after them and will be taking better care of them.

BC and VMware have no products for AI. VMware is just using AI to automate some existing management functions.

VMware is betting on Edge compute but they can't identify much in the way of use cases, IOT being the only one that seems viable.

Gartner put VMware in the niche category in the Single Vendor SASE MQ after 5 years as a leader for SD-WAN MQ. Embarassing for sure.

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| 1891 views | | 16 replies (last December 6, 2023) | Reply
Post ID: @OP+1pPc6KoR

16 replies (most recent on top)

VMware is good at PPT for AI.

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Post ID: @7tof+1pPc6KoR

ATM all VMware has for AI are ppts.

They are working on the font choices for it.

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Post ID: @5ses+1pPc6KoR

Broadcom paid for this report. They are so desperate.

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Post ID: @5sez+1pPc6KoR

"Google makes their custom TPU AI accelerators specifically from Broadcom. “

“So BC had the chip but it took Google to make a usable product”

Broadcom made those chips a reality for Google, by providing key technologies - such as high-speed serializer-deserializer, Serdes, as well as helping turn Google engineers' TPU specifications and blueprints into a form that the likes of TSMC can use to fabricate the actual processors.

@1gkq+1pPc6KoR

I believe BC is very well capable of making their own merchant silicon AI accelerator chip. Problem is they don’t want to compete in compute. Which is something I absolutely hate. They were specially approached by Google and asked if they can make the compute chip and they did it. Nobody told them to create the software on those chips. They don’t have IP for that. Now they do with VMware. Meta also a customer with their own chip designed from BC. I bet a million dollars BC can take down nvidia with a merchant AI accelerator chip using VMware software. Anyone wanna bet? Problem is hock won’t do it he doesn’t have the ba--s. Someone else has to do it.

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Post ID: @1wrz+1pPc6KoR

"You never mentioned software clown you clearly said have no products for AI. You didn’t say have no software products for AI Lol. That’s where VMware steps in duh."

Hey school yard VMware has nothing for AI besides big talk at Explore. Try and learn what a product is. Something that customers buy to solve a business problem.

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Post ID: @1rlc+1pPc6KoR

You never mentioned software clown you clearly said have no products for AI. You didn’t say have no software products for AI Lol. That’s where VMware steps in duh. @1ksf+1pPc6KoR

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Post ID: @1vsk+1pPc6KoR

TAP Is CR-P

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Post ID: @1xda+1pPc6KoR

"Google makes their custom TPU AI accelerators specifically from Broadcom. "

So BC had the chip but it took Google to make a usable product.

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Post ID: @1gkq+1pPc6KoR

"BROADCOM IS THE SECOND biggest AI company in ai sales after Nvidia."

I'm talking about software you triggered BC goober.

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Post ID: @1ksf+1pPc6KoR

“ BC and VMware have no products for AI. VMware is just using AI to automate some existing management functions.”

You clown. Google makes their custom TPU AI accelerators specifically from Broadcom. BROADCOM IS THE SECOND biggest AI company in ai sales after Nvidia. You sound stupid and re--rded with this statement. As long as hock makes profitable I don’t care what he does you id--t. Share goes up, dividend increases, debt is paid off not a single shareholder will complain.

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Post ID: @1fok+1pPc6KoR

You really think there’s nothing like TAP? Gitlab have a way better software supply chain app as do circle CI. TAP is decent but long way to go and VMware just don’t have the relationships with correct personas to sell it aggressively. At least for now

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Post ID: @wwa+1pPc6KoR

"Tansu lagging in market share, sales revenue and staffing due to layoffs but still has some fanboys."

Nobody's arguing it's lagging in current market share or sales revenue. It's a relatively new product. But from a technology standpoint, I've yet to see anyone provide an example of something that can compete with Tanzu Application Platform in a multi-cloud perspective. I'm guessing the reason for that is because people don't fully guage what this software is capable of so it's easier to bash it.

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Post ID: @yxe+1pPc6KoR

I've dealt with Broadcom for years. They've become Computer Associates, just a company that buys companies with products and sends out a yearly renewal bill. All the large corporations I know that have VMware are knocking down the dorrs of anyone with virtualization tech other than VMware

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Post ID: @gej+1pPc6KoR

Tansu lagging in market share, sales revenue and staffing due to layoffs but still has some fanboys.

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Post ID: @smd+1pPc6KoR

IDC are paid shills for BC. This analyst worked for them before.

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Post ID: @fpo+1pPc6KoR

"BC are betting on application modernization but Tanzu is a lagging product. There are many alternatives, especially cloud native tools."

Do you mind clarifying why you say Tanzu is a lagging product? I'm not aware of ANYTHING in the market that can do what Tanzu Application Platform does in a multi-cloud environment. Sure, each cloud provider offers something similar, but you gotta learn everything for each provider in that case. It's not like you can just pick up and port everything from Azure to AWS easily. Multi-cloud ease of use is a huge use case that TAP tackles like nothing else I'm aware of.

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Post ID: @yrc+1pPc6KoR

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