When Developer Workflow Discipline Isn’t Enough thectoadvisor.com/blog/2026… Selling cross-silo enterprise infrastructure stuff is very difficult:

These are platform engineering objections. And they’re coming from a team the vendor never talked to. Because the vendor optimized their story for developer adoption. They have research that tells them developers love this. What they don’t have is a conversation with the platform team that has to decide whether this can actually be operationalized inside a real enterprise environment."

It’s pretty much always devs versus ops in enterprises. They need organizational therapy from the top, and then the tools.

If OpenAI fails, the most likely mode is the Yahoo path: not a dramatic collapse but a slow fade into irrelevance through a thousand mediocre product extensions. ChatGPT becomes a utility everyone uses but nobody pays premium for. Enterprise goes to companies with better compliance stories. The consumer product goes ad-supported. Revenue grows but margins compress. The valuation becomes unjustifiable. They never die – they just stop mattering.

🔗 OK, It’s a Bubble. Now Tell Me How It Pops.

Proof of value lies in the results. To date, more than 90% of the top 10,000 VMware customers have purchased VCF, including nine of the top 10 Fortune companies. Leading companies such as Audi, ING Bank, Lloyds Banking Group and Walmart are adopting VCF and deepening their partnerships with Broadcom. Broadcom’s own internal IT teams have adopted this technology and a cloud operating model to consolidate datacenters and toolchains while improving overall system reliability, improving time to provision applications and infrastructure, and decreasing costs. Most important, the number of workloads managed by Broadcom IT increased during this private cloud transformation."

🔗 One Platform for All Workloads - VMware Cloud Foundation (VCF) Blog

Ask yourself: which lock-in would an enterprise CFO prefer: Being locked into a CRM that holds 15 years of customer data, process customizations, and institutional context that would take two years and $50 million to migrate? Or, being locked into a foundation model that could be swapped for a competitor by changing an API endpoint?

🔗 The $285 Billion ‘SaaSpocalypse’ Is the Wrong Panic

You had thought that maybe, oh, because you could be more productive with AI, then you save some time, you can work less. But then really, you don’t work less. You just work the same amount or even more."

🔗 The first signs of burnout are coming from the people who embrace AI the most