Let's see how that turns out for them this time. This was last year but buy now is probably 5 in 5...:
"1 in 5 VMware customers plan to jump off its stack next year" - https://www.theregister.com/2023/11/08/vmware_customer_forre...
"1 in 5 VMware customers plan to jump off its stack next year" - https://www.theregister.com/2023/11/08/vmware_customer_forre...
I am not a fan of them and didn't like working for them, but their financial results speak for themselves. You can attack the ethics of Tan's leadership certainly, but to call him an idiot ignores the fact that he's doing exactly what his shareholders want. Growing the company at obscene returns.
Software dev who's worked in both tech and finance. I don't measure things in just shareholder returns.
Being the optimizer of local minima, is bad business strategy, and smart shareholders should plug for a better optimizer.