A less charitable (but I'd argue, likely more correct on balance of probabilities) is they're aiming for the larger customers who are so entrenched in their use

A less charitable (but I'd argue, likely more correct on balance of probabilities) is they're aiming for the larger customers who are so entrenched in their use of the VMWare product stack that they can't feasibly migrate without taking a huge one-time hit to their balance sheets.