I don’t disagree much. Still, there’s a sudden weakening of the main incumbent in the on-prem virtualization market… and that is _all_ Oxide does. It will be interesting to see whether Oxide can convert some VMWare customers.
Oxide is a moonshot, it requires companies to fire a lot more suppliers than VMware. Which is easier said than done. A lot will depend on if Oxide can find their early niches: they're a long play (years) before they crack the mainstream or are truly competitive with, say, VCF on VxRail, for the average talent ops team. Long run it's clearly going to be better, but short run they have to pick their battles.
Maybe some, but the main difference between Oxide and the others is that they sell an integrated platform, so if a customer is just looking to replace the VM software, that seems like a harder sell.
