this post was submitted on 19 Dec 2024
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Can someone translate this into English?
Sure!
Here's more relatable analogy. Microsoft Office costs about $30/month per user for companies. For our example imagine Google Workspace doesn't exist. So the "default" office software of MS Office that nearly everyone uses is not cheap, but not expensive. Further, you don't buy MS Office from Microsoft directly, but through a partner that gives you other discounts and support. Now imagine that overnight Microsoft decides they're desolving their partner network and you have to buy MS Office directly from Microsoft and also starting tomorrow that MS Office now costs ten times as much at $300/month per user. Would everyone stop using MS Office? Eventually, but you've got business you need to do today. Your company can't even send email without Outlook, which is part of MS Office. So your company is BLEEDING money just paying for MS Office, and there's no good alternative. So you pay it for now. You try desperately to come up with a plan to use something else, but for now you're paying through the nose. Companies will take years to identify another product that replaces everything in the company that MS Office is used for and training the entire company to use and support this new product.
Replace the name Microsoft with Broadcom. Replace the name MS Office with VMware. This is what is happening and Broadcom is laughing all the way to the bank.
Except companies are already jumping ship to other solutions. One very large company is moving thousands of VMs to an implementation of KVM, virtually eliminating the insane VM licensing.
Broadcom has all but admitted their own solution is inferior, by converting their workstation virtualization to KVM!
To Broadcom's credit, the writing was on the wall that versions of KVM would be eating their market over the next 10 years (for example, Proxmox), so they're getting all they can now before their corner on the market weakens.
This is us. We have a heavy footprint with VMware and have been going over plans to switch since before the buyout. Sadly were not there yet but should be mostly migrated to something else by EOY 2025. Our issues come with some solutions we have in place for some complex situations that is taking a bit longer to test and have a working solution with the next company we pick.