Why Engineers Are So Worried About This Acquisition
ฝัง
- เผยแพร่เมื่อ 5 มิ.ย. 2024
- Have you ever heard of a company called VMware? They were just recently acquired by Broadcom for a whopping $69 billion. For any founder, this would be a dream to sell for such a large price tag, but engineers are actually extremely worried about this acquisition. In fact, much of the internet seems to think that VMware is already dead and that it’s time to start looking for alternatives. Why you ask? Well, Broadcom has made its intent with VMware extremely clear. They’re looking to milk VMware for everything they’ve got by turning the company into one massive subscription model and forcing all their customers to switch to the subscription model. This video explains the rise and importance of VMware and why engineers are so worried about this acquisition.
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Timestamps:
0:00 - VMware
2:05 - What Is Virtualization?
7:02 - The Dilution Of VMware
10:28 - Broadcom Kills VMware
Resources:
pastebin.com/fZczAU16
Disclaimer:
This video is not a solicitation or personal financial advice. All investing involves risk. Please do your own research.
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LOL imagine Adobe complaining about being forced to use a subscription based service 🤣😂
😂
lol, most artists and designers will get this joke
LOL good insider joke
adobe is as predatory as they come. I had to pay an early cancellation fee to my annual subscription because I cancelled after 3 months. sure, my fault for not reading the fine print but this is like the first SaaS that I know that pulls a stunt like this. Way to quickly get your customers to hate you.
@@Qibbles Same here, I signed up because I wanted to check out Adobe Audition, then got hit with a $75 early cancellation fee. I saw something about a possible class action lawsuit, but I'm not sure if that's been put into motion. Hopefully so.
I had some Broadcom managers brought in at a previous job. The managers had a huge "I'll fire you" attitude, and they manage with you better be afraid of being fired style. The managers tried so hard to bring over their culture, that they broke the law within 6 months and was transferred to less damaging positions in the company. VMware users should be afraid.
Wow
That's terrible. My dad is reliant on vmware for his engineering school.
Old company I used to work for got acquired by Broadcom about 2 years ago. Most people I knew from that company are now working elsewhere. Most left, the rest got managed out.
@@donjulioanejo Yep, that is what gonna happen with vmware. Give it a couple of years.
@@XioJNtime to switch to virtualbox
VMware tried to quadruple the price for our next contract, we fortunately managed to get it extended for 12 months at our old rate. But we're scrambling to find a replacement
I know it probably won't help you too much...but if you are looking to reduce cloud costs, you can take a look at Hetzner. Perhaps it can help reduce the costs a bit at least..
Oof
KVM (Linux), UTM (Mac), qemu (cross platform), virtualbox (don’t use this one unless you have to)
proxmox.
Pay an IT guy to set this up.
Proxmox
Purchased for 69 billion, annual revenue of 11 billion. That's 8 years to break even, then a margin of 16% after that. The time to double their investment is the equivalent of an investment that makes about 4.05% returns each year.
Put simply, they're going to be looking to raise prices pretty significantly.
True
If you lose customers fast and crash the company there is no ROI. Let's see what happens and what value it will be in 2 years.
Revenue isn't profit my dude
@@toseltreps1101 Fair. Their profit margin was 14%, so 1.54 billion roughly. That makes the 69 billion purchase price even more questionable. But it doesn't really change my main point which is that their ROI here is quite low as an investment unless they're expecting to increase prices a lot.
@@phonyalias7574 well, we all love a good underdog story. let's see how this one turns out, the monopolist raising prices rarely ends in everyone bowing to them. well except to nVidia. they're truly evil now
Me using QEMU and VirtualBox: "Dang that's crazy"
Just curious here, can you continue where you left off if you restart your VM machine in QEMU? Whenever I restart, anything I installed or previous work appear to have never taken place.
@@manuelrivera6778 maybe youre creating a whole new vm everytime you start it? make sure that you are using the files from previous usages
@@manuelrivera6778 You can, it sounds like you haven't installed the OS after loading the installation iso (assuming Linux). There should be an install option as a desktop shortcut.
That’s a different use case as you’re not really using any of the features that enterprises use. VSAN, NSX, ESXI, VMotion, Vstorage, etc.
@@LDrumsOhioCorrect.
VMWare isn't used in public clouds like AWS, DigitalOcean, etc. Those are, generally, running open source alternatives.
Yea I think most major cloud service providers use KVM for their virtual compute instances
VMware is a longstanding partner of Microsoft and AWS and has integrated solutions for both providers. It’s integrated partially through VMware Aria, and enables fully cloud, multi cloud, or hybrid infrastructure.
@@LDrumsOhioyes but that is an add on you have to pay as a customer and which is made to ease migration from an on-premise VMware environment to the Cloud.
containerization also reduces the need for virtualization for running web applications
True
True, though containers are a much inferior security boundary to hardware-enabled virtualization. For business sectors that aren't just web app shops and that have a decent compliance burden, it is often a brtter choice to use VMs instead of containers, or do a hybrid approach where apps ofna similar security profile or similar attack surface are put in the same K8S cluster of VMs.
Containerization is not virtualization. Also, emulation is not hardware abstraction. There are so many avenues for app execution and they're all very useful in how they work. VMware has some containerization tools but I've never figured out how to use them.
Different use cases. Not that many companies are running VMware for their web app infrastructure. Who this affects the most is big enterprises running all their internal stuff in large VMware clusters, and small mom and pop shops running 1-2 ESXi hosts with Active Directory/Exchange.
Mid-size companies that were running small VMware clusters are all in the process of switching over to Microsoft's HyperV, even though they all complain about HyperV.
@@AlexanderRay92 If you're already in the cloud and using managed Kubernetes, a much simpler solution is to just have different Kubernetes clusters for different compliance perimeters. IE you have a cluster for PCI-scope apps, and a cluster for non-PCI apps, and then some internal services like Cilium which enhance Kubernetes security (i.e. via more granular network policies).
Man, TH-camrs have really gotten a lot of mileage out of clips from the movie _Margin Call_ . It has so much going for for showing corporate stock footage without being too distracting.
Hahaha
Wait for the Open ai sora. It will be a stock footage haven
@@KMASIF-mi9yj I bet the API for SORA will be much pricier than for GPT-4. It'll probably be more in the range of a dollar per minute, will take some time to generate, and won't always give what you want.
I used VMware to test and learn about Linux distributions for a while in 2021-22 but switched to VirtualBox when I decided to daily drive Linux in 2023. It's a great piece of software but I really wish if they had more keyboard shortcuts and customisation options like VirtualBox.
The problem with VirtualBox was minor scaling at 2K or up to 4K Screens when we installed the Operating System without guest drivers or guest tools. VMWare Workstation has that option where you correct the older scaling at standard or stretch.
Also, you can't add 8GB of VRAM in VirtualBox because of limitations with 256 megabytes.
Edit: if you want us to find a better Virtual Machine than VMWare for Windows, it's not Virt-manager or VirtualBox; it has to feature either full-screen scaling mode to match.
Proxmox
if you're on Linux, why not kvm tho, virtualbox is considerably slower compared to kvm imo
Virtual Box is owned by Oracle, arguably way way way way way worse than Broadcom.
I'm still mad Broadcom basically killed off affordable PLX chips (by buying them). Back in the X79, Z77, X99 days, top end motherboards (which were relatively cheaper than even some of the mid-to-top range boards these days) were able to get a massive amount of connectivity, I mean, full 7 slot ATX boards (sometimes full x16 with 2x PLX chips like the ASRock Extreme 11), TONS of USB ports (seriously), TONS of SATA ports, etc. Heck, they even had LSI chips on them for even more connectivity while still affordable. Then it got bought by Broadcom and it basically disappeared in a meaningful consumer facing way. Now CPUs with even more lanes, have even less connectivity on the boards. Some of those workstation or top end boards don't even bother with that many slots or ports anymore yet still cost 1.5X or 2X more than MSRP of older boards back then. I could go on about it but it really only makes sense if you were big into the boards of that era and see how it changed now. Broadcom is a parasite company. They just eat up value for shareholders and then find the next victim.
Agreed, I have a old gigabyte X79-UP4 motherboard and I use every slot on it, I’m not sure if it has any PLX bridge chips, but the massive amounts of IO it has is something I wish every board had these days.
Heard something similar from Level1Techs or ServeTheHome in the last month or two when talking about a 2U server and the motherboard. They were talking about the same thing for those. Been hearing a lot of bad things about the company.
Proxmox and XCP-ng have seen large influxes of new users, as both of them fit into pieces of the (formerly) VMWare market segment.
I see 🤔🤔
I use proxmox for my home lab and 0 issues with it, a possible great opportunity for them, they may need to scale up their customer service team to support businesses.
Why do so many companies die this way start off with an idea, change the world get greedy then die to the competition
@@ensardafae Especially in the current times, corporate greed has reached an absolute peak, milking all the milk out of the cows to exhaustion
It's literally become a battle of how much you can degrade a product and save money on product development so that consumers will still continue to pay for it
As one who experienced the arcane arts of the mainframe world, I'll point out that MVS part of IBM's 1974 OS 370/MVS stood for Multiple Virtual Systems. Multi-platform support by VMware was a significant difference from the mainframe environment, but other aspects of virtualization had been part of the mainframe world decades before VMware.
I used IBM's other VM OS VM/360 (I can't remember exactly what it was called on an IBM 4381! It was so good we were able to build our own OS as a VM guest client and get 20 students running on it back in 1987!
@@PWingert1966that's so badass 😱
@@honor9lite1337 The OS we implemented was called turning. from U of T in Toronto by a professor holt
@@PWingert1966A similar system I used ran DOS/VSE under VM/CMS where VM was short for Virtual Machine. To loop back to the main point: VMware's ability to host/manage multiple vendor environments on the same hardware is a significant improvement but not completely unique. Many of the features and advantages of virtualization were implemented on systems that predate VMware and even Microsoft.
@@boblangill6209 that's what I was trying to remember VM/CMS! LOL. Thanks.
I only worry about Spring framework (once developed by Pivotal). Virtualization? We exchanged virtualization for Kubernetes.
Interesting 🤔
I used Workstation 2 back in 2000 for few months on pre-sales position, loved how well I could demo solutions and were stable. Move into 2008 I purchased my first Mac and used Fusion v1 up to 11. VMWare was very reasonable with customers at the time, but I felt there were letting home customers out last few years and moved into Parallels for arm based Macs. Now, on professional side, I used to learn a bit using free ESXi virtual machines on my Fusion. Cheap to study to learn for work. Being a Cisco engineer at a large company were it was hard to het physical devices access to learn, I've found VMWare attractive to learn and career advancement. I've ended up going to AWS later on but I feel worried for VMWare engineers having difficult to upskill in the next years.
0:11 - to be exact it's $69,420B
Best comment ever.
Hahaha
He said 69B ...didn't he?
@@bvssrsguntur6338 🤓☝
@@bvssrsguntur6338 Humour in the numbers
69
420
The hardest part for me is watching all of the work be more or less stopped and dismantled. All the time spent integrating products, adding features from community feedback is gone. Losing so many of mt great coworkers in phased layoffs is hard as well because it like trying to live in a house while it’s being demolished at the same time. I’ve worked at a variety of Fortune 500s and 50s and VMware had the best culture of all of them, and I never felt bored or not challenged here. I loved the international teams and the fact I got work with teammates in Bulgaria, India, UK, Canada, and Costa Rica near every day; learning about their lives and cultures and broadening my horizons as well. EPiC2 values seemed real because we made them real but it’s all been dismantled and a shift in focus.
What's your role at that time?
@@honor9lite1337 System Engineer working on Zero Trust Security integration projects and other VMware products and patents.
I remember issues with VMware products going back far beyond the BCM acquisition. VMWare was basically the only preferred private cloud provider, i.e set up complicated cloud functionality on servers in your office as opposed to in the cloud. It was good, but I distinctly remember VMware vSphere having an adobe flash UI in 2019. Unreadable api docs and nonexistent support for certain custom workloads which would leave you scratching your head. Their software ran well but I always felt they couldn't upgrade some of their products without breaking the entire app in the process, and that happened before Broadcom.
Your customer simply didn't upgrade his vsphere, lol. The HTML5 panel has been out for many years. The flash one was still supported, but deprecated.
Now I'm looking for other VMs like QEMU or VirtualBox. For hypervisor, Proxmox is your best friend to replace ESXi
Great video with all the technical details and examples spot on. I've worked on virtualization tech since 1970 and have used VM/370, VMware, VirtualBox and now Proxmox. When I see someone get all the details right on something I know really well, it gives me a lot of faith in the accuracy of his reporting of other issues.
LOL, Microsoft using VMware?? They are a competitor with their Hyper-V virtualization platform. And do you really believe that AWS runs on VMware??? I don't think so!
openstack I believe
Azure and AWS don't run off VMware, but hosted VMware is a core product for both to sell to enterprise users, and integration into the cloud infrastructure requires the use of VMware software.
Also, if we're speaking outside of the context of Azure, you seem to be under the impression Microsoft exclusively uses Windows Server and Hyper-V which is not the case.
Why not use competing tech when it's better? MS uses Linux in their Azure DCs.
AWS runs on KVM after switching from Xen years ago
They offer managed VMWare clusters, and on the back-end of large companies you can sometimes find individual teams using tools you wouldn't expect
They sure as hell ruined the pricing model on the corporate side at the very least.
"The fortune 500 companies will frown and just foot the bills" Yeah, nah. Its a ridiculous shift. From friends working in a few large corporations the vibe seems similar from management: Pay it for now, we started offboarding in to competitors in november 2023.
And it sucks, feature parity is just not there yet..
this.... companies don't change core software/services overnight, they lay plans to do it over time.
I've alreaday been seeing a number of customers migrate to Nutanix and even a few to Hyper-V
I did not like this explanation of virtualization because it does not show the difference between using a virtual OS vs just using a different programm. In the Netflix example you could just as well say "well, during the evening we close Word so Excel has more power".
Ah fair point
Exactly, each application exists in its own virtual memory space. However, virtual memory != virtual machine. It's confusing to conflate the two
This reminds me of what happened to RedHat (and RedHat Enterprise Linux), when they were acquired by IBM last year.
I think it has been more than 5 years
@@federicoreina7732 I didn't phrase this correctly. IBM acquired Red Hat in mid 2019, but their true colors showed in mid 2023, when they made RHEL technically closed souce and thus violated (at least the spirit of) the GPL and also caused trouble for numerous distributions downstream.
@@danielhalachev4714 Ok, but I'd argue that they have been doing that before. Specifically, when they discontinued CentOS and replaced it with CentOS stream which does not fit the same use cases as its predecessor, forcing its users to upgrade to RHEL or use one of the (now affected by the source closing of RHEL) open alternatives
"Was." It was free to use for personal purposes. They've already axed the free hypervisor, waiting for the axe to fall on Player.
reverse engineering never dies
They'll probably be a bit slower to do that. There's a moderate chance they'll cut features over time in order to "encourage" people to pay up, but getting rid of it entirely is more questionable. Of course every company makes their own decisions for their own reasons, but its somewhat widely accepted these days that providing "free for personal use" editions functions more as a loss-leader than as a pure loss.
Basically the idea relies on there being three types of customers:
- People who are happy to buy your product. These people you don't really care about - they've already paid their money. Moving to a subscription model means you have to keep them happy, but that's a lot easier than making them happy to pay the first time.
- People who are on the fence but might buy your product. This is the target of free trials (time-limited or otherwise). Show these people what you do and hope that you made the trial period long enough that they find a reason to start paying you for more.
- People who would use your product but not pay for it. This is the target of "free for personal use" versions, and the category that's most confusing - why would a company care about these people? Basically because its a PR stunt. The individual might not be willing to pay for it for their own use but if the company they work for needs a product you provide, having someone already familiar with your product provides a significant leg up over the competition. And even if _that_ doesn't happen, the person who likes your product (even if they refuse to pay for it) will end up talking about it to other people who might be more willing to open their wallet.
That last category is very interesting because it somewhat breaks the kind of "simple" economic theories that average people tend to be vaguely aware of. It only makes sense when you consider the impacts of brand awareness, advertising and PR which most "simple" theories don't address (there's a reason why economics has a full doctorate program - there's just too much to learn in a one-semester intro course never mind trying to learn the subject via bumper sticker slogans).
(That category is also what Gates was referring to -- oof, over 25 years ago -- when he said "As long as they're going to steal [software], we want them to steal ours", talking about piracy - effectively treating illegitimate copies of Windows the same way modern companies, including MS themselves, now treat "free for personal use" versions.)
Cool my uni will drop that crap then
This one is off the mark. Engineers are not worried, as they now have more work to port legacy apps to the cloud, which already adopted next gen virtualization technology like DPUs. Netflix never used VMware for user facing workloads. They're one of the early adopters of AWS. Average users are not worried either, as there are free and open source alternatives that are good enough. Only the short-sighted bean counters and bureaucrats, who procrastinated on the journey to the cloud will be milked by Broadcom, which BTW, lowered the license fee for cloud providers, to segment the market even further...
Didn't they just make licencing exponentially more expensive? in some case 2 to 10 times more for MSP's? Like all those smaller businesses having to pay the price for it?
DPU is load shifting not in itself virtualization.
Well I'm definitely worried about this, since VMWare Workstation has been a very important tool for me, and VirtualBox just won't cut it for a large portion of my usage. Hyper-V is an option, but it's still got a way to go before it would be comparable. I'm already having issues with VMWare though, as VMWare 17 broke many things (poor Windows 11 handling compared to VMWare 16, and also the removal of virtual disk mounting), so a switch to Hyper-V has already become inevitable for me.
@@teknixstuff Same. I've been using VMware Workstation daily since 2004 and Fusion since 2008 or so. They are both highly performant and nothing I've used has come even remotely close to how close VMware performs to the bare metal.
Parallels on the Mac might be as good, I don't know, but they charge yearly, so I'm not interested in their pricing model.
I'm an average user and systems/network engineer and I am worried that the price of Workstation and Fusion will skyrocket like the rest of the price increases for VMware products after the Broadcom acquisition.
I might need to look at testing under Hyper-V for Windows, KVM for Linux and Apple's new MacOS virtualization framework, for a future contingency plan.
I've used VirtualBox before, but it wasn't great at the time and I don't want to move towards being reliant upon Oracle.
Oh wow, seems like you understand every possible use case out there. You are a geniuis.
Between LXC and Docker, haven’t used vmware for years. Any application that runs on the server usually comes with Linux support.
interesting vid, my working knowledge of ESX is somewhat outdated but each VM is (or was) basically a big file that can be imported into competing virtualisation solutions. personally i always saw vmware as a bit of a temporary solution since it's pretty wasteful in other ways when you have a need for physical load balancing and operational redundancy on mission critical services. ESX was a stripped down version of linux (allegedly) with just the hypervisor and management services running. licensing Microsoft SQL for a virtual machine on ESX was the stuff of nightmares. running a Citrix farm in a virtualised environment was also a nightmare to support. i would suspect there are far more appropriate solutions out there today.
The old ESX days gave some pretty interesting work life, before VMware ironed out the kinks. I remember time keeping in ESX for a while was really clunky, to the point of not working. The ESX virtualisation of hardware timers was so broken for a while there. VMware even put out a white paper about how difficult it is to virtualise hardware timers, with a note to customers to not run time servers as VMs.
Imagine our surprise when we logged into Windows servers that were playing up, to find the clock *_ticking_* *_backwards!_* You could click the time in the SysTray to open the clock and literally see the seconds hand ticking backwards!!!!!!! Imagine the confusion within the time stamped event logs!!!
Running a NTP time sync service as a VM? Haha!!! Good luck with that! They would oscillate wildly between too fast and too slow, because they were attempting to compensate for drift in a hardware timer (which ought to have a relatively consistent drift) which was actually a virtual "hardware" timer that was not running at a consistent rate.
Those days were a nightmare for us in the infra team, trying to take care of these systems after we had already virtualised our infra.
Interesting 🤔
ESX kernel has nothing to with Linux. It can (or could, I am
not up to date) load Linux drivers and there is a management VM with Linux. But the hypervisor itself is not Linux. If it were they would have had to release the source code.
I remember back in middle school, one of my classmates telling me about this company making it possible to boot windows 2000 and slackware on the same computer.
I only understood half of it but it seemed impressive.
that copy of vmware you showed was for non-commercial use only idk if this video would fall under commercial use or not but i figured id mention it
Ah, thanks for the heads up man
👍no problem, you make some of my favorite vids man.@@LogicallyAnswered
Nice! I use VMWare daily for virtual machines.
I just setup my Proxmox cluster and am kinda loving it. I have that for windows virtual machines I need specialized drivers as well
but that is something that I have to get used to.
We use VM ware on our client PC. Most of software backup kept in main PC, but we install software clone in VM ware and plant operator use SCADA in VM ware.
Good explanation on Netflix use cases! And going further (just for curiosity), if Netflix uses (or was using) virtualization on EC2, it is likely they went further in optimization with reservation paid upfront to AWS or pay as you go commitment for always on VM (instances on AWS parlance) and Spot instances for no priority or critical computing need such as upload processing, that could be interrupted for a larger discount up to 90% of regular instance pricing.
Ah, thanks for the extra insights Rodrigo :)
VMWare just cut more staff, and also aren't renewing foreign employee US Visas (silent layoff) at least for some VMWare business units.
Great video. It would have been fun to talk about Symantec acquisitions and carbon black. Additionally, where does kubernetes stand?
Most backend servers (AKA “the cloud”) have been lightweight Linux distros for years. And you don’t need VMWare or its friends to run literal & de facto VMs on Linux; you can use docker containers or QEmu, or even just dispense with virtualization and run your services directly on the machines.
VMWare was for Windows, especially workstations and servers. You needed it or some like it to create and run VMs at all on the platform, especially with any kind of usable GUI or integration with the host machine. VirtualBox is good enough to be a replacement for most users (I switched years ago) but it is missing a few little bits and pieces some people need. What IT people needed VMWare for was all the massive virtualization they insisted on bolting atop the real servers and network, and frankly if it’s decline kills some of that excess it won’t be a bad thing.
Its fair to say the skilled Microsoft ecosystem employee didn't know linux, so vmware made it easy for them to virtualise Windows. But linux skills are growing, times have changed and these people are now comfortable to start using robust linux platforms to virtualise windows servers.
Love your channel man, I'm a big fan! I use vmware daily at work so this hit close to home
Glad you enjoyed the video man! Unfortunately, not so great for VMware
Great video as always
Thank you as always Balpreet!
I wonder what our systems admins are going to be doing heading forwards. I work in K12 IT and we host many virtual servers with ESXi. They're still running 6.7 for some reason. I know they wanted to upgrade, but that was before they wanted to go with a subscription model.
I've seen mergers happen in a few ways
Boeing once was one of the best aircraft builders on the planet; until it bought McDonell Douglas, we all know how that corporate culture transplant went.
Another way, in my business, a couple of monster companies started gobbling up everything for their IP, then subsequently killing off those bought companies.
Recently, I'd seen a merger where the purchasing company then subsequently, quietly, has been killing off their own product in favor of the newly merged companies product. I actually liked and installed both products for many years, but I favored one over the other in certain applications for good reasons. now, i'm stuck with a product that works beautifully in situation A, but crashes and burns horribly in situation B. Most of my company's clients fall in situation B whether they like the looks of the A product or not. (it is pretty darned slick, especially for Apple type people, but is extremely limited in flexibility)
VMware has many talents who are trained on free version and smaller vmware shops, cutting off this stream of talents will hirt vmware in the long run.
I remember when VMWare wasn't a "background" company... they were one time cutting edge of virtualization and making it basically mainstream even for end-users...
They weren't the first. They just wrapped easiness around the product so smaller companies with less skilled/experience employees could leverage virtualisation for cost savings.
I used to use Parallels, a VMWare competitor. These days, modern CPUs have Hypervisor capability. Someone is going to take advantage of Hypervisors and create open source VMs.
They are already there. Also if you have a professional version of Windows (not Home edition) you have Hyper-V which is Microsoft’s hypervisor.
Nice! Fractional reserve computing.
We are already looking for replacements because we can’t afford their new increased prices for VMware at the school district I work at.
7:00 Which hand is the wrong hand? I have serious doubts.
Many org i know have stopped using most of the VMware products post broadcom acquisition.
It’s not about VMware, it’s about Broadcom
Technically speaking, multitasking is not equal to virtualization at all. There are plenty of alternatives to VMware, don't think normal users are actually that worried.
Yeah, def more of a tech enthusiast/purist worry
Mhm, average computer users who even do jobs in technical areas might not use VMware and if they want to run any kind of virtualization max to max just to divide workspace.. They can go with another service like VirtualBox and they don't really care about VMware
Great video!
6:42 Actually that isn't true; it's just the scheduler (which has been enhanced in Windows 11) and the larger number of cores on recent CPUs. In fact virtualizarion has a slight to moderate overhead in Windows.
We use VMware vSphere at my school to deploy VMs for students to use because giving 200 students a dedicated server is simply impractical, hope they stay a decent product
What's left for broadcom to even ruin?--Dell was doing a good enough job ruining things with the ESXi 7.0 SD card mess. I've never had to roll ESX back before that--and it works now, but it's still limiting us from ever going to ESXi 8 on our gear, so we've been pushing Azure for way more things than we usually would. I've retired dozens of production VMs in the last year, and I'm about to visit my second retirement community--maybe this one's the one. 🤣
Don't remind me the 7.0 SD fiasco. What a mess knowing that I could never reboot the host server that it may not come back up and it's part of the vSAN. I eventually trashed the entire two clusters of 7 nodes each and switched them to ProxMox. Never looked back.
What is with 69B aquisition, first microsoft and now broadcom
Broadcom, build into every Raspberry PI?
But the most important cloud providers use KVM and not VMware. For example, AWS uses KVM since 2017.
Proxmox let’s go!
Really good detailed video👌🏽
Beautiful explanation of virtualization. I see lot of companies use VM's but I thought it is MS application.
"I thought it is MS application"
It's a concept in Comp.Sci and Comp.Eng that supposedly goes all the way back to the 60's, but it really ramped up in the 70's. Virtualization of compute, memory, storage, hardware and networks.
great sharing, thanks
Let's make this opensource
Why? There's already open source alternatives out there. vmware will never open source their code.
My IT business has gotten a few more jobs converting vmware to another platform. Been saving them thousands as well over it.
IBM invented virtualization in the 1960's with the IBM/360 computers and OS/360. I think what VMWare did was to push PC hardware and encourage Intel to finish implementing the feature so we could have the same things on PC's. I don't know when it was completed but sometime in the 2000's.
Nice video, I doubt any of the large companies will stay with VMware with prices for them increase up to 10times due to the cpu core densities they use in their servers. In my view this is a good thing for the industry. It will force companies to start using the competitors in the industry. This in turn will inject cash into new developments and startups in the industry
I use KVM via boxes, Proxmox and then containers. No need for VMware.
Do you use them personally or as an Enterprise user?
@@honor9lite1337 I use both VMware and KVM in production and they are solid. KVM is where I'm going to migrate to 100%. For VDI I can fire up a host, install some desktop VM's and setup Apache Guacamole behind a reverse proxy to host VDI to my sales team no issue.
@@honor9lite1337 I have used KVM for enterprise use. I've known others who have used lxc platform on proxmox. I will not specify the companies, but yes. I have seen other tech then VMWare used and it did work with some configuration.
as far as containers, corporate, I've use Kubernetes with containerd. I've also used podman.
I do use containers, Proxmox, and KVM at home as well.
Both.
I was one of the biggest VMware fanboys. So much so that I even spent a day at their HQ in Palo Alto to help brainstorm a product that would eventually morph into Skyline. I loved VMworld - I attended in 2010, 2012-14, and 2016-19. I became very good friends with my 3 TAMs. I spent as much time as I could picking the brains of Duncan Epping, Cormac Hogan, William Lam, Kyle Ruddy, Alan Renouf, and many others. I became a PowerCLI guru to automate almost every aspect of vSphere across our environment that started with HP DL380s and eventually ballooned into 48 VxRail Nodes. This is the end of the yellow brick road and instead of finding the Emerald City, we find ourselves face-to-face with the Wicked Witch of the West. Michael Dell, you prick - you broke my heart. 💔
You made the mistake of thinking they cared about you. So stop caring about them.
I evaluated a bunch of virtual machine options 20 years ago, and chose hyper-v over vmware after an extensive comparison. I have never regretted that choice. Have not had a moment's problems in 20 years of using hyper-v.
Hyper-V already exist in 2004?
The first virtualization from MSFT, If I remembering correctly is called Virtual PC.
@@honor9lite1337 It might have been 2005 or 2006, wouldn't be later than that. Can't be sure about exactly when I set it up but it was a very long time ago.
Fake claims 😢
My dad use to work in IT and they used this a lot. Also Sold the software.
I use virtualbox, I hope most foss projects already switched over to foss or at least non evil biased things
I left Symantec when they bought it, and I'm in the process of swapping all my hosts to an alternate product.
11:30 Actually Microsoft office is still available in perpetual license and new version will be 2024. They are pushing their subscription but at least they give the choice
Why is there no mention of Broadcom selling VMware’s End-User Computing division to private equity firm KKR for $3.8 billion?
It was a good ride. I'll continue using my VMware Workstation 16.x license until it no longer makes sense to use the product (which might be sooner than later). I started on VMware Workstation 4.x and did most of my mission critical server work on v5.5 before experimenting with the bare metal builds in ESXi on a Pentium 4. The world and Internet have changed so much since then and I still use VMware products today for testing and curating a variety of software. It's just one of those rare things that made the past 20 years tolerable.
Broadcom is a scumass company and I've never had any good experience with any of their products, to my knowledge only hardware. For the past decade I've had an XB3 modem that allegedly uses Broadcom chips and it craps out at random, probably because of inferior quality engineering but who knows? If I could move to something else I would have tossed this garbage a LONG time ago. Broadcom managers are also insufferable pieces of garbage that try to wear you down mentally and emotionally. I'm a dude. There shouldn't be any emotional punches to pull but somehow they find it. Send them back to where they came from.
I don’t know what kind of Broadcom manager you had. But I have never had that kind of experience with any Broadcom manager lol.
Think was pretty much an inevitability since VMware really only has a market in hardware virutalization. There really isn't much growth to be done in that space since there really isn't any demand for innovation in the hardware virtualization space. It's not a surprise that Broadcom came in and cut a bunch of staff, since you really only need a small team to maintain the software thag already exists. VMware is already kind of niche so the effect of subscription models probably won't be that big of a deal.
VMware does provide virtualization for software. It's primarily known for its virtual machine software, which allows multiple operating systems to run on a single physical machine (hardware virtualization).
However, VMware also offers solutions for application virtualization and management, cloud computing, and networking. it's not entirely correct to say that VMware only has a market in hardware
virtualization. They have diversified into other areas like cloud management and networking (e.g., NSX for network virtualization and vRealize for cloud management).
Great video.
6:35 I fail to come up with a definition of "virtualization" that would make that statement correct.
And it's defiantly incorrect in aspects to what vmware (virtualization software) does.
The whole point is fundamentally wrong
Replace the term with "multithreading" and then it is getting closer
Doesn't really matter. People tend to use Vagrant as wrapper for over a decade now. You just switch the implementation.
time to adopt web 3 and all the open source twins
The only free vortulazation platform will be hyper v that give you the same function for free along with support for 10 years.. the only issue can be Windows update and reboot..
6:48
you got it wrong over here man, even if a app using containerized env, they still not virtualization, and most of apps does not even use containers, useless you run flatpak apps in linux.
69 Billion $ wow we are fucked 😢😅
Im more worried about the future of capitalism. Competition makes good product. When the institutions and entities have all the resources, all the companies, there is no competition left.
Think of virtualisation as a Holodeck for computer operating systems.
Virtual machine is future cloud communication. Because you can have super computer on your phone without need the physical hardware.
While AWS/Amazon offers the "VMware Clound on AWS" service to customers, the company itself does not use VMware internally. I generally like these videos of breaking down something that is going on in the world. But including inaccurate information just for effect makes me question what other corners are being cut. I am just a little saddened is all. Lets try to keep to facts and quality, please. It is already hard enough recognizing what is real and true vs what is fake and shock value on modern TH-cam and the modern internet in general.
Just went through this with skiff 😢
Broadcom can my . Time to leave with ALL my customers.
I mean isn't the focus on the customer one of the best ways to maximize the bottom line over the long term?
I mean isn't it easiest to justify raising prices when your customers like/love the product, making it easier to achieve high margins?
I mean doesn't the shareholder approach lead to the board cutting R&D as well as other important costs that made the company successful in the first place, before the company dies out eventually? I mean doesn't it cut the life cycle of the company short, as it's stripped down to an unsustainable form?
>long term
That's your problem
Good thing KVM & qemu are so good now...
Red Hat could have been the rightful successor to VMWare had they not pulled the trigger on RHV too early.
Never underestimate the slowness of business to adjust to the next computing paradigm…
I haven't used VMware in the last 8 years. I've only used Hyper-V and virtualbox since then. Enough competition to not make me worried.
This way, behind the times, the issues are real and are here now.
Don't think of it as the world is losing an innovator. Corporations are not people. The people working there are/were innovative, but those same people can work for any other company and still be innovative, and different groups can step up and fill the hole left behind.
VMWare was a thing at one point, but Docker is now becoming the new thing. Spending $69 billion for a technology that's becoming outdated over the likes of Docker, yeah... well Broadcom will figure this out soon enough.
Doctor is dead. Even Kubernetes dumped it a while back.
@abigguitar are you an idiot??😂😂😂
We appreciate how well you've articulated your insights. You'll always have our support.
Really appreciate the kind feedback!
Hey good vibes but you should read the comments because there are a lot of inaccuracies in this video's description of virtual machines
Some report that price hike is up 10x.
3:02 pain
VMware being completely free for use aged well they just discontinued their free version of their hypervisor and removed the download for it
My wife worked for them and it was sad to see how the whole culture of the company went to shit. She left for a better work, thankfully, but it wasn’t for Broadcome she would remain in VM as much as possible
Your video is wrong in its entirety on a fundamental level. You're conflating too many types of virtualization and their use cases:
1. Virtual memory and multitasking (selling point: security): I don't want a rogue program to bork the entire physical address space - maintained by the MMU + the kernel, *not* a market for VMWare even in theory.
2. Containerization (selling point: reliability, scalability, more security): I want every workload in my DC to see the same predictable state and not interfere with other workloads in any way, not just by sharing the address space, but also files, CPU cores etc, and I want to wipe the slate clean on every workload restart - Linux supports this via Cgroups, products like Docker make it usable, and notably VMWare was *never* competing in this space because it's completely different from what they're good at.
3. Hardware virtualization (selling point: compatibility): I want to run an OS on top another OS without complications of a shared setup, e.g. to play Windows games on my Mac or run Windows builds of test suites for my CI. *This is the one and only market where VMWare has ever competed.*
The truth is that VMWare's products are mostly consumer products, they matter way more to the average Joe than they they do to any company - and my hunch is that Parallels has won the consumer section of this market a long time ago. VMWare does not and never did enable any Cloud based business, unless this business absolutely hinged on running Windows binaries in AWS for some reason. This is the reason why this company is constantly being ping-ponged between legacy companies like Dell: they have entrenched themselves in a niche that will only shrink moving forward.
The average Joe has likely never heard of this, and has no personal use.
@@brien. They probably mean your average developer or power user. I definitely fall into both categories and I'm already having issues with VMWare.
@@brien. You're probably right, most people would probably get a physical PC or use CrossOver if they wanted to play a Windows game on a Mac.
VMware been focusing on commercial side more now
3-4 years ago when I first started hacking i started with VMware, it was perfect but... now i shifted to virtual box knowing that its even more efficient and more reliable compared to what VMware is now
The average joe has no use nor cares about VM. Most people have no use for it you meant to say power users