I realize this is highly impolitic to say, in tech it is a really bad idea to be one of those people who allow their faith to guide their every decision. Believe whatever you want, but the idea that things will work out “just because”, or because a given group/individual/organization was traditionally (or is currently) dominant is patently absurd.
Faith in this context doesn’t mean simply belief in a deity of some variety. People – especially in tech – become irrationally attached to corporations. Especially if employed by them. This attachment becomes faith, as strong as any religious devotion, and just as irrationally immune to logic or evidence.
Just because Microsoft, for example, traditionally dominated the endpoint market doesn’t mean they will forever. Indeed, by most calculations Apple (iOS) and Google (Android) have a much higher share of the endpoint market than Microsoft.
In response, Redmondian faithful limit the discussion to only talk about traditional desktops and notebooks, because limiting it to that subset of endpoint means that they can continue to believe they are dominant. They then use their “dominance” to justify all sorts of upsetting things, ranging from compromising the integrity of the Windows Update mechanism (including the Security Updates portion!) to removing the right to control updates, to obscene VDI licensing.
That this fanboyism persists beyond the corporate borders is even more alarming. It affects customers, partners, ecosystem developers and, sadly even journalists and analysts. (In my personal opinion this would include Ed Bott as regards Microsoft and Gartner as regards, for example, NetApp.)
I submit to all present that VMware is purposefully fostering this level of Blind Faith. They are actively attempting to build it not only amongst the customer base – as would be expected from any current competent marketing outfit – but that they are working exceptionally hard to create such an environment amongst their own staff.
This is a problem.
Staff who are blindly loyal to their organization contribute to corporate hubris. They are incapable of objectively analysing competitors for threats. They are also trapped in a logic loop where customer needs equate to the product sold, and nothing more.
For many, the foundation of this loop is that customers continue to buy the product(s) in question. Sales are taken as validation that all is well and that nothing needs to change. The concept of “they aren’t customers, they’re hostages” is heresy and can’t seem to be considered directly by the mind of the faithful.
For VMware the result is a company where the majority of their staff are simply unable to conceive that their private/hybrid cloud software is wholly inadequate, both in functionality and in pricing. The minority that speak up are considered trouble makers. They are either disciplined or subjected to intense peer pressure to keep quiet.
The same holds true for VSAN. Dogma says it is adequately priced, superior to all opponents and required no major evolution. Any new functionality that is added – to VSAN, the cloud suite or anything else – is not due to need, desire or requirement. It is a “gift” to the customer base, developers and ecosystem partners from VMware.
And if those groups aren’t adequately grateful, VMware will retaliate.
We can change names and products and have this conversation about many organizations. Oracle comes immediately to mind, and is certainly worse about corporate hubris than VMware. (Though the argument about who is worse, Oracle or Microsoft, could go on for ages.)
Roadmaps can and do exist at these organizations. They may even address some or all of the concerns that customers or analysts have. Unfortunately, once a corporation has reached an adequate level of hubris those roadmaps tend to be too little, too late.
Microsoft, for example, is kicking VMware’s ass at private and hybrid cloud ease of use. The Azure stack should be viewed by VMware as a screaming klaxon of emergency WTF, but it is functionally ignored at all decision-making levels of the organization. VMware has their nearly impossible to install, configure, administer and use vRealize suite and since that is seeing horrible uptake, clearly the market for private/hybrid clouds is limited.
Boy are they in for a rude awakening!
Similarly, there are still companies out there – from startups to VMware itself – selling (and pricing) hyperconvergence as though it were a product. It’s not. It’s a feature. And all those many and myriad companies that can’t wrap their minds around it are going to get wrecked in very short order.
The examples are many. The companies and products and failures I can pick on are many. But it keeps circling back to one thing:
The instant you rely on faith to justify your belief in your company’s inevitable and unending dominance you’re done. You don’t serve your company because you have lost your objectivity and are thus blind to threats. When the majority of a company – or even just the majority of charismatic influencers who can bring social pressure to bear – at a company relies on faith the whole of the organization’s fate is sealed.
Leave faith behind when attempting analysis. Of your own company. Of your competition. Of anyone. If you don’t, you may find that the company to which you’ve dedicated your faith is just another name on the list of “might have beens” that litter the history of tech.