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Joined 2 years ago
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Cake day: July 1st, 2023

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  • I’m glad you started your dissertation with “the way you x is via y” because it immediately informed me that I was reading the work of an expert genius and as a smooth brain, when a genius writes, I read.

    One question, wouldn’t higher prices on imported cements sort of make local cements automatically cheaper, giving them an advantage without asking them to cut corners? In a free market you will often see a “race to the bottom” on goods, whereby manufactures and producers will cut costs so low that they lose money, so long as there is some other incentives that would lead to profit. Video game consoles are a common example. The console is sold at a loss with the expectation that they will make up the difference on the consumables, games and related services.

    If local competitors can produce for lower cost than competitors it may drive more people, who generally just want to save money, to local businesses, creating demand, driving growth.








  • There are alternate on-prem solutions that are now good enough to compete with vmware, for a majority of the people impacted by vmwares changes. I think the cloud ship has sailed and the stragglers have reasons for not moving to the cloud, and in many cases companies nove back from the cloud once they realize just how expensive it actually is.

    I think one of the biggest drivers for businesses to move to the cloud is they do not want to invest in talent, the talent leaves and it’s hard to find people who want to run in house infra for what is being offered. That talent would move on to become SRE’s for hosting providers, MSP’s, ISP’s, and so on. The only option the smaller companies have would be to buy into the cloud and hire what is essentially an administrator and not a team of architects, engineers, and admins.


  • It was a dumb move. They had a niche market cornered, (serious) enterprises with on-prem infrastructure. Sure, it was the standard back in the late 2000’s to host virtualization on-prem but since then, the only people who have not outsourced infrastructure hosting to cloud providers, have reasons not to, including financial reasons. The cloud is not cheaper than self-hosting, serverless applications can be more expensive, storage and bandwidth is more limited, and performance is worse. Good example of this is openai vs ollama on-prem. Ollama is 10,000x cheaper, even when you include initial buy-in.

    Let VMware fail. At this point they are worth more as a lesson to the industry, turn on your users and we will turn on you.


  • As a side note, I feel like this take is intellectually lazy. A knife cannot be used or handled like a spoon because it’s not a spoon. That doesn’t mean the knife is bad, in fact knives are very good, but they do require more attention and care. LLMs are great at cutting through noise to get you closer to what is contextually relevant, but it’s not a search engine so, like with a knife, you have to be keenly aware of the sharp end when you use it.