I agree
> effectively unlimited hc and budget
I disagree.
A company like Google or FB can build in-house tooling simply because they have entire dedicated teams of engineers to manage their environments in house to meet niche needs. A F10 like ExxonMobil or UnitedHealth cannot justify a FB size engineering footprint when their margins are much lower.
> find a competitive alternative platform to ESX
Yep. The issue is ESX is actually pretty good at getting the job done. Your alternatives from a supportability standpoint are HyperV from Microsoft (which will probably eat up the smaller ESX customers), Citrix Hypervisor (owned and operated by ex-Broadcom leadership), and IBM RedHat's KVM (which requires you to work with IBM for Professional Services).
At the end of the day, you as a CTO or Platform team don't want to be fully OSS. Not because OSS is crap software (anything but), but because a pure OSS play doesn't provide you a dedicated support engineering team if shit hits the fan nor SLAs and monetary compensation if shit breaks.
This is why most OSS core companies max out revenue via a Professional Services play. RedHat is a notable example of this.