Can VMware Inertia be Overcome?
REM once owned the enteprise mobile messaging space. BES servers were everywhere and they still lost.
What type of innovation is needed to overcome enterprise IT inertia? Blackberry filled a need we didn't know existed. Blackberry Enterprise Servers were everywhere. REM had enterprise mobile email sewn up. Then, users started to demand the ability to receive email on their iOS devices. Inertia was defeated. REM didn't lose. It was out-innovated from the bottom up. Apple's support for the enterprise was horrible in the early days. Apple did the user interface better. We rarely see this type of movement. Even the rapid adoption of the public cloud ran into the oak that's enterprise IT inertia. The public cloud is a better user experience than traditional IT. However, enterprises no longer demand that their IT departments migrate. Inertia seems to be holding strong.
Broadcom is betting on that inertia. Judging by the former VMware Cloud on AWS page, AWS and Broadcom have run their relationship course. Have all the large companies that will migrate to the public cloud done so? Will a smaller player in the space out-innovate Broadcom and make a better user interface on the on-premises cloud? I do believe it's a possibility.
Let me know your thoughts by replying to the email.