• My guess is that there arn’t enough big fish using the cloud providers as compared to rolling their own in house, and they did say that the biggest would be invited to a new program. They want to drive off the little fish, because they cause most of the problems and especially the ones using MSP’s like we’re talking about here are going to be the fastest to jump ship to Azure or AWS hosting anyway.

    It’s not a sustainable long term plan, but Broadcoms long term plan is to kill VMware entirely so that’s not a concern to them.