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Feeling the Undercurrents at VMWorld 2016: Incumbent Vendors, VCs and the Future of the Public Cloud


Like many others in this field, every year for the last 10 years, I have had to recluse myself from the last full week of the summer to attend VMWorld.

Despite untold days of lost beach time, it has always been worth the expedition: each year, VMware would make its big new product introductions and directional statements right there, before our very eyes. Moreover, pretty much everyone – and I mean everyone – who is an influencer or a mover in enterprise IT is present at the show. The networking opportunities throughout the show and the web of after-hours parties are worth the price of admission.

This year was a little different. It wasn’t the chorus of folks pondering the death of on-prem virtualization – they’ve been making their dire predictions since at least 2010. (Recently, it has been with AWS, but before that it was Microsoft and Hyper-V or Linux with KVM). This year, it really felt like some pretty important people were freaking out. These are sort of folks that you would expect to be more level and calm. It probably isn’t obvious to the casual attendee that this is happening, and ostensibly not even to the folks in the trade press. Furthermore, much of this may have nothing to do with the future viability of VMware.

Let’s face it – the players who have had the biggest hand in taking the ecosystem to its heights are all having a really bad year. To figure out what is going on, it’s instructive to walk through each of their dystopian worlds.

Read the entire article here, Feeling the Undercurrents at VMWorld 2016: Incumbent Vendors, VCs and the Future of the Public Cloud

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