Contains a quote which Im partially excerpting Broadcomcs mission statement:
> We seek to achieve this through responsibly financed acquisitions of category-leading businesses and technologies, as well as investing extensively in research and development, to ensure our products retain their technology leadership. This strategy results in a robust business model designed to drive diversified and sustainable operating and financial results.
I just struggle so very much to see Broadcom as a participant in the tech world. This mission statement speaks of conventional kind of market cornering, finding & maintaining exploitable positions.
But like Nvidia for example they kind of just dont give a shit about anything but their own bag. They're in some imaginarium of their own creation that sees only vicious machiavellian competition. But they just have zero interest in working with the greater tech industry about them, in cooperating. Right now the tech world still has places for such high tech idiot savants, people incapable of complex adulting with others, but I just so so wonder how these go-it-alone paths these companies walk is going to work out for them, how they expect people to think of & consider their goods when they are so far away from the rest of civization, so much their own frontier.
I thought VMware was doing a pretty good job generally. Their kubernetes distro (Tanzu) was paving a lot of cowpaths people have, building on a lot deployment/packaging tools more dev than ops focused. VMware had a ton of old business but they cared about staying relevant & having a meaningful spot in the emerging world (a lot of this via Pivotal). There was a huge contract shop building software, and that only existed because these folks understood & worked with industry, leveraged things like open source. I want to see a Broadcom that can get out of tbeir high tech castle & work with the world, want to see them try showing up, but right now shovelling devices out the door is still doing good enough that they dont seem to have any desire to adapt their mission or strategy.
It might be impolite to say but it seemed to me that VMware was an empty shell for a real long time. The best thing they had going for them was having their logo appear on monitors on the NYSE on CNBC. People who watched CNBC and thought Jim Cramer and Rick Santelli thought VMware was a player but who were the customers?
It was all about buying other companies and being bought by other companies and actual technology, revenue and all of that was beside the point. When some company that was slipping and behind the times wanted to seem a little bit more relevant it would just buy some company that was younger but even more behind the times because who needs VMware in a world with Xen and Hyper-V and AWS?
They had a stock market listing and that’s worth it’s weight in gold even if I’m left scratching my head about why anybody would pick up the phone if their salespeople called…. If they called.
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[ 3.5 ms ] story [ 21.9 ms ] thread> We seek to achieve this through responsibly financed acquisitions of category-leading businesses and technologies, as well as investing extensively in research and development, to ensure our products retain their technology leadership. This strategy results in a robust business model designed to drive diversified and sustainable operating and financial results.
I just struggle so very much to see Broadcom as a participant in the tech world. This mission statement speaks of conventional kind of market cornering, finding & maintaining exploitable positions.
But like Nvidia for example they kind of just dont give a shit about anything but their own bag. They're in some imaginarium of their own creation that sees only vicious machiavellian competition. But they just have zero interest in working with the greater tech industry about them, in cooperating. Right now the tech world still has places for such high tech idiot savants, people incapable of complex adulting with others, but I just so so wonder how these go-it-alone paths these companies walk is going to work out for them, how they expect people to think of & consider their goods when they are so far away from the rest of civization, so much their own frontier.
I thought VMware was doing a pretty good job generally. Their kubernetes distro (Tanzu) was paving a lot of cowpaths people have, building on a lot deployment/packaging tools more dev than ops focused. VMware had a ton of old business but they cared about staying relevant & having a meaningful spot in the emerging world (a lot of this via Pivotal). There was a huge contract shop building software, and that only existed because these folks understood & worked with industry, leveraged things like open source. I want to see a Broadcom that can get out of tbeir high tech castle & work with the world, want to see them try showing up, but right now shovelling devices out the door is still doing good enough that they dont seem to have any desire to adapt their mission or strategy.
If you code in Rust or Dylan you might think Java programmers still use Spring, but Java programmers moved on a long long time ago.
It was all about buying other companies and being bought by other companies and actual technology, revenue and all of that was beside the point. When some company that was slipping and behind the times wanted to seem a little bit more relevant it would just buy some company that was younger but even more behind the times because who needs VMware in a world with Xen and Hyper-V and AWS?
They had a stock market listing and that’s worth it’s weight in gold even if I’m left scratching my head about why anybody would pick up the phone if their salespeople called…. If they called.