This is spot on. And I think the TL;DR of the hypervisor argument goes as follows:
Hypervisor is a commodity, however management and support of hundreds or thousands of them is not. You can either pay people to support them and fix the software when it breaks or you can pay <vendor name here>. Given the former requires expertise and planning it's often more cost effective to go the latter.
Disclaimer: I'm employed by VMware (less than 1 year) and chose to come here based on pivots I feel they are making.
Hypervisor is a commodity, however management and support of hundreds or thousands of them is not. You can either pay people to support them and fix the software when it breaks or you can pay <vendor name here>. Given the former requires expertise and planning it's often more cost effective to go the latter.
Disclaimer: I'm employed by VMware (less than 1 year) and chose to come here based on pivots I feel they are making.