“Three years ago, your biggest risk was cloud; six years ago, your biggest risk was Open Stack. If you look at it now, you can clearly say, ‘Hey, these next-generation applications, are you going to be the enterprise supplier of choice?’. So in that sense, I think we had a bit of defensive risk … our platform was at risk.
“At the same time, if you look at the dollars, the business value at play in the developer layer — a lot of money there. It’s a very rich, offensive opportunity as well — both defense and offense — and if we expand the value proposition for all of the VMware operators today, to be able to effectively reach the developers and the application in a much more effective way than they do today … if we can bring those worlds together, that’s a pretty huge benefit for our customers as well.”