I think he is talking about Pivotal's PAAS product targeted towards enterprises based on cloud foundry and how it won't be able to compete (since cloud foundry

I think he is talking about Pivotal's PAAS product targeted towards enterprises based on cloud foundry and how it won't be able to compete (since cloud foundry came out before all the coreos/fleet/etcd/docker buzz and it doesn't really have those nice primitives to work with and instead has it's own hairy java solutions to those problems).