Earlier quoted context omitted.
I've lead roughly $20M in cloud migration projects in the last two years away from vmware to cloud services as replacements. Just insane what MBAs are willing to do to a product to squeeze short term profits. Even more insane that this country largely sees these people as a benefit to society and not the vultures they are.
The magic that is opex compared to capex. I'm sure it makes sense to some bean counter somewhere in the company, but for us who manage the resources it's always a loss.
I'm not sure that's an accurate read. Broadcom changed the calculation by raking capex customers over the coals. Doesn't matter if you own the hardware and lease the data center space if your virtualization stack increases their prices by 1000% with a year notice. They would effectively make companies pay higher than cloud tier premiums for just maintaining their existing services running on VMWare.