Finally I actually understand what they're building. Now I must ask: Why? On-prem servers aren't a new invention. The market seems pretty saturated (and shrinking). Virtualization isn't a new invention either. The market seems pretty well served, at least commercially. Can the integration of both be a convincing enough advantage? The management UI certainly looks nice; it's something I'd like to have on my KVM box at…
One benefit is that they're competing in an industry where the time to get a sled up and running for compute can be measured in weeks (they say they've heard up to 90 days) whereas their solution is basically plug and play - Bryan was trying to get Steve to admit set up took "hours" whereas Steve was hedging and saying customers could get started "within a week." They go into more details on their podcast, and this s…
I can't imagine that large cloud / "web scale" companies would want that. Most want a fair bit of control of their own hypervisor and management stacks based around KVM. And "enterprise" type companies are going to have issues with certification I would have thought -- will RedHat, Microsoft, SAP, Oracle, etc certify their supported products on top of this hypervisor? Seems like a difficult and expensive process.
So what's left? Companies that support their own virtual machine software but don't support their own hypervisor and don't like what's available from vmware or Microsoft or RedHat. A small niche. Or are my assumptions wrong?