I'm wondering how credible VMware customers find the company's cloud native application strategy and multi-cloud management strategy based on the Tanzu portfolio. When you have 500.000 vSphere customers, is it even possible to go 'cloud native' without eroding this massive base? Will they still be able to attract the right talent under the roof of Broadcom? Is CloudFoundry the right foundation for Kubernetes stacks? And most importantly, is there enough value in an abstraction layer above AWS, Azure and Google Cloud?
None of these questions are meant to be rhetorical or even cynical but I'm genuinely interested in what everybody thinks and why.