I get the target of HyperConverged infrastructure. It's a pretty big market: potentially all private/colo datacenters. And there are only a few players left. D

I get the target of HyperConverged infrastructure. It's a pretty big market: potentially all private/colo datacenters. And there are only a few players left. Dell/EMC/VMWare, Nutanix, Cisco's schizophrenic offerings, a waning HP, cloud providers trying to make a 'hybrid' play, etc. And most don't buy one or two of these things. It's rows and rows. But most of those are so entrenched and wrapped up in their customers. I imagine the target here is actually acquisition, it would just be too hard to get a foothold as an up-and-comer. Also it usually means giving loaner gear to companies for an extended period for them to evaluate pre-purchase, showing your support, etc. That's a lot of up-front cost for someone without a warchest. I'm also kind of surprised by the site. It sells to geeks well, but isn't the normal "look at our customers in key industry segments!", "something something Gartner magic quadrant", "whitepapers!" thing. Selling to execs on these things is usually a matter of convincing them they're not making a "bad" decision. They're "cool", but enough industry people agree with them that it's not career limiting if it doesn't pan out. I like the idea of the product, and it would be nice to have another player. But it's like starting a new car company, and I feel like they're selling to mechanics.