The cloud is a capex game not a tech game. Also, the layer that VMware compete in, is fully commoditized (this is the infra as a service layer). The game is mov

The cloud is a capex game not a tech game. Also, the layer that VMware compete in, is fully commoditized (this is the infra as a service layer). The game is moving to higher layer (e.g. ML/ DB). I think that for on-prem they faced a treat from containers, which they are embracing by betting the company on Kubernetes.