Thread regarding VMware layoffs

Here is why he made the acquisition

It makes his wang hard

In many ways, he's right. Public cloud, especially public cloud powered by VMware is a very expensive way to run a relatively static enterprise workload. "The cloud is cheap" is a myth that we've all bought into; even a casual financial analysis shows otherwise.

The cloud is flexible. For that flexibility, you pay a significant price. It's the difference between renting a car for 3 years vs buying one. Going to be much, much cheaper to buy a car if you're going to be using one regularly. Renting a car is great if you only need it for a few weeks out of the year.

I agree with his statements, but, ugh, "know your audience" comes to mind. 1/2 that room was filled with cloud partners, people buying our software to deliver VMware as a service to their customers (at a huge markup/profit). Probably best to leave the quiet part unsaid Hock!

The future of tech is whatever I’m selling

https://www.networkworld.com/article/3497951/broadcom-ceo-pitches-on-prem-private-clouds.html

No surprise there, he said it a few weeks ago at one of his narcissistic coffee chat presentations.

Thanks to Hock, I have increased my savings tremendously in the last year. If you are not paying property taxes and utilities on a mc mansion, car insurance for a Tesla, then you don't need much.

Every time there is a election in the "First world" "democracies" they are moving one step closer to anarchy. Now France cannot seem to get a new PM after the recent election. Probably France will not have a new PM going forward. This is not going to well with a large section of the population. There was an almost existential crisis last time in 2020 in the US. This time it is appearing to be that the deep state has to really confront the fact that most of the US voters will choose Trump. tick tok tick tok bo-m

CEOs openly talking about building and manipulating monopolies. FTC extracting bribes out of these CEOs. CEOs going on an annual pilgrimage to pay homage to Xi. Corruption has become blatant. The empire is limping along as the money moves from the bottom and middle to the top. Hope they can figure out a president this coming election.

Most business is done in Malaysia and China. No transparency on the books. Hock openly talks about manipulating delivery to his customers using his monopoly status. SMCI has a lot of shady dealings in Taiwan. That is what got exposed now. Semis seems to be one big asian mafia. Will have to see how the US gets itself out of this mafia.

India will have a regime change soon just like Bangladeesh - You must be a pervert to think like this and compare India with Bangladesh. Deep state and Soros have miserably failed in this effort.

This guy is a total a$$hole, why anyone wants to listen to him is beyond me. I see people taking pictures with him at Explore? Why would you want to stand anyone near him. He trashes everyone - customers, employees, partners, competitors.

He tries to tone things down at the public speaking, but his real thoughts come through. When he gives his coffee talks, he's more transparent and the total jerk he is.

Customers need to run away from this guy asap. He cares 0 for you, and is only looking for ways to squeeze your margin. Innovation is a joke, he has straight out said we are not good at innovation, only monetizing others' technology.

HT pushing for on premise to leverage more chips in the Datacenter. Guys no genius, just a manipulator that du----s people follow

SMCI is 8% of NVDA revenues. SMCI is delaying 10Q filings as Hindenburg report exposed them a couple of days ago for fake revenues.

Watch out wen lambo moraaaans.

If China is falling apart , US will fall apart miserablely.

US can't get chepo fake junk from China anymore? APPL moved to India. Lots of stuff moved to Mexico and Vietnam. There are some really d-mb folks here.

SMCI shorted by Hindenburg research for fake AI revenues. It's falling like a rock.

Waiting for a whistle blower from Broadcom Singapore. Sell while you can.

Same sh-t Oracle tried, and look at how that worked out

What a joke. This di-----k know f all. There’s no way a customers private DC will ever be capable with all the services public provides. AWS grows at a 25% on a $100BN run rate. VMW can’t grow more than 7% on $10BN. The VM and its associated technology wrapper that is vSphere will die over the years and eventually become the mainframe. A little left behind but slowly dieing

Nothing new here, Octane likes to recycle employees like trash

VCF9 is the way!

Sorry to peeeee on your parade. US is still the only bully in town. Chinese real estate and the country is falling apart. The chinese are just now cleaning up their rocket force because they found water in the rockets instead of rocket fuel. Russia cannot seem to take over a small country like Ukraine. India is just another bubble. South Africa? Brazil? When is their next bankrupcy? Really you guys are smoking some strong stuff.

Palantir is the best tech stock outside of the AI bubble. In the long run Palantir is going to be a great investment. Palantir's main customers are the three letter agencies.

Govt spending was 20% of GDP 20 years back. Now it is 35% of GDP. Most of the companies are reorienting to the fact that you can charge the govt whatever you want and also it is a stable and growing revenue.

Mostly VMware will focus on the three letter agencies and the govts all over the world.

You need citizens to work with these customers. No need for H1s. Sorry.

Kingdom Holding Company
Saudi Arabia’s Kingdom Holding Company (KHC), along with the private office of Prince Alwaleed bin Talal, will continue their ownership of Twitter shares valued at $1.89bn after Elon Musk’s takeover of the social media company, making them jointly the second largest investors, according to a statement released by the Saudi prince.

Saudis paid 45 billion for Twitter

?!?

The three letter agencies and the Saudis paid 45 billion for Twitter to have access to the details of trouble makers. 90 billion for VMware is not too much.

Hock is mostly selling to three letter agencies in the US and China. Definitely private and secret. And add Fortune 100 to that. Probably needs 2000 to 3000 employees to support these customers. That will be the steady state in a couple of years.

Broadcom CEO promises $2 billion annual boost to make VMware better at the things it already does
7 comment bubble on white
Hock Tan thinks hybrid multicloud can be made much easier to use

https://www.theregister.com/2023/05/04/broadcom_vmware_research_funds_pledge/

oops! did you guys fall for that? su-kkkers!

Tan allowed that public clouds do have a role – as a source of elastic resources to handle spikes in demand or as a place to run VMware’s software.

Can't have it both ways? What happens to private data when you want to burst into the public cloud?

Mostly horse manure strategy. VMware will be written off like Pivotal in 4 years.

VMware license changes mean bare metal can make a comeback through 'devirtualization', says Gartner

https://www.theregister.com/2024/07/03/gartner_datacenter_hype_cycle_2024/

Those costs are hard to justify for some large workloads, which Gartner wrote "do not benefit from the same density increases and cost savings as consolidating small workloads."

He is right and laser focus on what makes money for VMWare and enables organizations to move forward with their business.

He is not wasting time, marketing BS, nice ppts, and messages that NEVER deliver a single product.

We will see if his gamble pays off