> Historically, selling to a small niche of price-insensitive customers (e.g. mainframes, defense) breeds complacency and eventual failure.
VMware was a publicly traded company got more than a 20 year run where they dominated virtualization and captured over 80% of virtualized servers. That a publicly traded company sold out to another publicly traded company over and over after two decades where they got scraped for change in the couch cushions doesn't surprise me at all.
> (e.g. mainframes, defense)
And yet mainframes are still in use, still getting purchased, and Defense is by far the largest segment seeing movement in the US right now. TONS of dollars, much of it going into AI, drones, etc. Much of which needs digital and infrastructure development and deployment for R&D and operations.
Right now is probably an amazing time for them sales / interest wise. A LOT of money going into software and hardware attestation right now.
VMware was a publicly traded company got more than a 20 year run where they dominated virtualization and captured over 80% of virtualized servers. That a publicly traded company sold out to another publicly traded company over and over after two decades where they got scraped for change in the couch cushions doesn't surprise me at all.
> (e.g. mainframes, defense) And yet mainframes are still in use, still getting purchased, and Defense is by far the largest segment seeing movement in the US right now. TONS of dollars, much of it going into AI, drones, etc. Much of which needs digital and infrastructure development and deployment for R&D and operations.
Right now is probably an amazing time for them sales / interest wise. A LOT of money going into software and hardware attestation right now.