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Hi Luca, can you please add a link to a description of the changes?

Basically, VMware’s business strategy has involved getting as many customers a possible (currently 300,000) and then trying to get them as locked-in as possible. They got bought by Broadcom for $61 billion, who has a completely different strategy. They’ve literally said “Our focus is on our core 600 customers”. So people are getting hit with 600-1000% price increases, license changes i.e no more permanent licenses And it definitely seems like much more is coming

Allright, that is quite interesting and will have a huge impact on those that are not part of the "core" customers. Great initiative bringing this up and and an indepth analysis is much appreciated. I am currently hired by Oslo municipality which of today are based on a private cloud hosted by a 3 party (Wmvare) but are moving more and more services to public cloud (Azure/AWS).

Was the moving to public cloud inspired by these changes? I think some people have slipped through the cracks still but the way it’s looking anyone still using VMware is going to get hit eventually

We are currently using Openshift. We were shorty evaluating Tanzu but our infrastructure providere were not able to deliver Tanzu for some reason I do not remember. In cloud we are looking into managed kubernetes services.

Makes a lot of sense.

I had my head buried in the sand on this one, as my previous employer was previously a huge customer of VMWare prior to our wholesale migration to GCP. They still have some small VMWare stuff for corporate offices, but no longer involved in production infra. Sure sounds like rough times coming, and changes the public cloud vs. datacenter math quite a bit IMO. My mind immediately goes to the "Big Cloud Exit FAQ" by the hey guy: https://world.hey.com/dhh/the-big-cloud-exit-faq-20274010 Wherein he doesn't mention virtualization at all. I wonder if they are using their bare metal servers as bare metal servers, and not using virtualization at all? It's a choice you can make, but makes it hard to efficiently use all of your resources. Anyway, good luck to anyone left with a big VMWare footprint. Sounds like the big clouds may be getting some more business soon.

Some of my friends, YES!

Employees or customers?

Employees as well as customers, LOL

Basically, VMware’s business strategy has involved getting as many customers a possible (currently 300,000) and then trying to get them as locked-in as possible.

VMware’s strategy? You mean everyone’s strategy_,_ right? Like a huge chunk of the tech industry isn’t already just an AWS profit-farm… How much revenue can AMZN generate with only the slightest nudge of egress fees? What exactly would most corps do about that? How many of them can pull a DHH and make a remarkably insightful comment regarding Imperial wardrobe? ;-)