Earlier quoted context omitted.
It's an ironic situation; logically what should be the moat are the models, costing hundreds of millions of investment cost to train and operate so it would make sense if we see different provider focusing in different directions. But right now we have 3-5 top contenders that are so evenly matched that the de-facto sticking point is mostly the harness, ie. the collection of proven plugins/commands/tools/agent feature…
Cost is never a good moat.
https://arstechnica.com/information-technology/2026/02/most-...
CloudBolt’s survey also examined how respondents are migrating workloads off of VMware. Currently, 36 percent of participants said they migrated 1–24 percent of their environment off of VMware. Another 32 percent said that they have migrated 25–49 percent; 10 percent said that they’ve migrated 50–74 percent of workloads; and 2 percent have migrated 75 percent or more of workloads. Five percent of respondents said that they have not migrated from VMware at all.
Among migrated workloads, 72 percent moved to public cloud infrastructure as a service, followed by Microsoft’s Hyper-V/Azure stack (43 percent of respondents).
Overall, 86 percent of respondents “are actively reducing their VMware footprint,” CloudBolt’s report said.