There's an associated text version of a lot of the main ideas in http://www2.marist.edu/~mvmuajs/vmoutlook/ but the video is actually quite funny even if you don't know what VM is. Reminds me of Bryan Cantrill's illumos talks in sheer entertainment value.
There are some interesting things to discuss on missing markets, and product management around this. Although z/VM is still a billions dollar business.