Thread regarding VMware layoffs

Broadcom won't be building any appliances for Edge. It's all big talk.

"Broadcom needs Sanjay to sell more software to these OEM’s and they will buy more Broadcom chips."

I guess you don't know how SEBU works. VMware does not sell the software to the OEMs. VMware buys the hardware appliances from the OEMs, installs the software and sells the appliance. VMware was working with Dell but Dell didn't get any chips from Broadcom and the Dell appliances that are running SD-WAN don't have the capacity to add the Edge Compute stack. VMware also put the software on white box appliances that they branded but those also didn't have any chips from Broadcom. Unless Broadcom commits to building their own appliances with their super special fast chips nothing will happen.

Broadcom will most likely be throwing their networking and compute offload chips in here somewhere."

I guess that Broadcom forgot to tell Sanjay.

I guess you forgot how Broadcom sells their hardware. Broadcom sells chips straight to OEM’s like Dell and HPE who partner with VMware to sell integrated solutions. When VMware parners with the same OEM’s Brodcom partners with. This, indirectly leads to increased sales of Broadcom's chips, Broadcom needs Sanjay to sell more software to these OEM’s and they will buy more Broadcom chips.

VMware Edge Compute Platform isn't even mentioned in "The Forrester Wave™: Edge Development Platforms, Q4 2023". Marketing has left the building. There's no one left buy Sanjay Uppal trying to get a message out.

" Broadcom will most likely be throwing their networking and compute offload chips in here somewhere."

I guess that Broadcom forgot to tell Sanjay.

Sanjay Uppal: Yeah. So I think it’s less about combining specific hardware and software. In fact, all the software infrastructure that we build should run on the widest diversity of hardware.
Reply: So no special fast chips from Broadcom, what was the merger all about then?

Did Broadcom tell you specifically no chips will be made? Why would Broadcom acquire a company that they can’t cross-sell their hardware into? Broadcom will most likely be throwing their networking and compute offload chips in here somewhere.

And who was COO products all that time. Raghu…. Led the business into the gutter not integrating platforms as all he knew were standalone products..

Sanjay Uppal can't help it that he fumbles on the messaging. He has lost much of his team. He doesn't have a CTO anymore. He doesn't have an experienced analyst relations person. He is more about business than technology. He's going to fumble like this.

I stopped at sanjay, enough to tell me the article is horse sh-t.

"Truly, integrated product marketing has never been tried at VMware with any success."

This is true. No marketing and no integrated product management either. When Gartner came out in 2019 with the report about the need for security in the cloud and coined the term SASE, VMware SEBU (that had SD-WAN) tried to build a SASE platform. They used some components from other BUs (WS1) but they did not get cooperation from the other BUs. The entire integration and marketing project was dumped on SEBU PM and PMM. They had no security experts. They didn't have a complete solution. They had no firewall (NSX didn't cooperate). They had to OEM Menlo Security for CASB. As a result Gartner put VMware in the "Niche" category for single vendor SASE after VMware SD-WAN was in the leaders category for 5 years. What an embarrassment. Now SEBU is trying to roll out Edge Compute with nothing new. No more Dell appliances and no fast chips from BC. What a joke.

To date, VMware has gained limited mindshare in the SD-WAN and SASE marketplace. It's an example of what happens when BUs exist in isolated silos and lack integration with other related product and service assets.

Truly, integrated product marketing has never been tried at VMware with any success.

Intel is building chip factories in Arizona and Ohio and spending over $20 billion. Pat Gelsinger worked with the Biden administration to get the chip act passed so that they can build these plants and compete better with China and reduce dependency on Taiwan. In the mean time Broadcom is buying up VMware and stripping it down but not adding anything to make VMware more competitive. No chips for Edge Compute. Broadcom is just pocketing VMware's revenue and making HT and MD rich.