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not if it keeps losing market share.

A rising tide makes the pie bigger. Something like that.

Is virtualization really a growing pie, these days? Big players eat everything, and they have their own solutions typically.

VMware are the big players

I think he means AWS/Azure/GCP and other hyperscalers.

The other possibility, if it's a shrinking market, is they are just strip-mining it.

This is exactly the problem with optimizing metrics though. It seems like they’re getting more money from less customers but it puts them at might higher risk that those big customers will churn and tank the company which also increases as the price goes up as it will eventually hit a point where they can find something cheaper.

> VMware has been increasing revenue year after year [1]. That seems quite the opposite of dying?

And what have its profits been over the same time period?

Also, how did maximizing numbers work out for Boeing?

That's what enshittification looks like right before the company dies.