The Broadcom business model (outside the chip business) had been pretty well known, and they don’t really hide it.

They are tech bottom feeders. They find large businesses with a decent moat and free cash flow but are in long term decline (and wasting cash trying to find something new). They buy them, cut development, support and marginal products. Raise prices and squeeze as much as they can.

For any non Uk people, it’s the largest supermarket in Uk. Combination of large stores and smaller high street convenience stores.

(2nd largest was owned by Walmart who sold it recently to private equity and so now it’s saddled with debt and being ruined…).

Another was a Java SE licensing change that went from around $1k per instance, of which we had about 5. Mind you there is little to no maintenance support provided here. The increase was to $5.25 per organizational employee per instance, whether they used the instance or not - of which we had 100k. The choice was obviously a simple one.

I can only assume very few organization stay on the ride for those kinds of changes, but obviously they must - but why?

Broadcom’s marketing for Proxmox is extremely effective.

Tesco is also dealing with migration challenges related to data security because its new, unnamed virtualization software is incompatible with the Veeam and Zerto products it uses.

What is a VMware alternative, that isn't compatible with backup software? I'm guessing it's not nutanix?

He talked about "Broadcom lies.."

Good on them for sticking it to Broadcom.

With the new $35 billion dollar AI / XPU deal, Broadcom is looking to ditch the legacy customers and move to the new shiny AI billions.

Could very well just have been that last stubborn server they just never got round to!

What is wrong with system designers these days? Are they designing or just selling?

They are completely destroying their customer base for these products.

procure alternative solutions with reduced functionality

meaning VMWare is still basically the only option if you need something that works out of the box. Hopefully this changes in the mid term as other customers migrate away.

Even better if you can charge a mildly high license fee for 20 years first and then jack it up to something outrageous and still have customers who just can't drop you.

migrating to quarkus won't save you either - since it's IBM on the other hand.

if only other ecosystems could catch up to Java/JVM solutions.

If AI survives, we’ll see inflated costs drive companies back to hiring actual human beings to do the work.

At EDB we’ve forked Greenplum from last OSS into WarehousePG, added over a dozen customers with petabytes of data, and hired a few dozen specialists. We have an extension for Lakehouse connectivity based on DataFusion (with optional offload to Spark including GPU acceleration) to read/write Iceberg. And we have a lot planned for the next version, which you might infer from the name: WarehousePG 19.

[0] https://github.com/warehouse-pg/warehouse-pg