VMware

7 statements across 6 episodes · 3 bullish · 0 bearish · 7 people on the record · first statement Apr 27, 2015 by Maha Ibrahim · said 31 times in 15 episodes since 2015 · across every show →

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brought up most by Harry Stebbings (9), Jerry Chen (6), Javier Soltero (4), Pat Grady (2), David Helgason (2), Ravi Gupta (1), Martin Casado (1), John Vrionis (1)

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2017 1 mention in 1 episode
2016 1 mention in 1 episode
2015 4 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about VMware, oldest first

Apr 27, 2015 bullish
Prediction Partly held up
Ibrahim: Container technology will replace VMware and traditional virtual machines
“In my area in particular containers are now the new thing. So you see companies like Mesosphere and Docker and CoreOS coming up and really Trying to supplement, but truly the, what they're trying to do is completely replace very, very large companies like VMwa…”
Maha Ibrahim Apr 27, 2015 ▶ 18:58 20 VC 031: Investing in Gaming, Luxury Goods and Disruption with Maha Ibrahim, General Partner @ Canaan Partners
Sep 6, 2015 positive
Assertion Partly supported
Soltero: Hyperic bootstrapped two years before Accel/Benchmark funding and $420M exit
“We ended up bootstrapping Hyperic actually for two years before we raised money ultimately from Excel and Benchmark who were great investors. And helped us take this thing to you know, ultimately a four hundred and twenty million dollar acquisition by VMware, …”
Javier Soltero Sep 6, 2015 ▶ 5:33 FF 012: Acquired by Microsoft for $200m with Javier Soltero @ Microsoft
Mar 15, 2017
Insight
Public company quarterly reporting forces executives into short-term tactical thinking
“You had to deliver every quarter, and then you had to report to the street your performance every quarter, and that was at a ninety-day clip, so while you try to focus on being quite strategic in how you build your business plan and your operating model and wh…”
Carl Eschenbach Mar 15, 2017 ▶ 10:58 20VC: Sequoia Partner, Carl Eschenbach on Building and Scaling High Performace Teams and The Common Mistakes In Scaling A Go-To-Market Strategy
Mar 15, 2017 neutral
Assertion Supported
VMware grew from 200 to 20,000 employees during Eschenbach's tenure
“As for Carl, prior to Sequoia, Carl was president and CEO at VMware, where he grew the team from 200 to 20,000 people.”
Harry Stebbings Mar 15, 2017 ▶ 0:32 20VC: Sequoia Partner, Carl Eschenbach on Building and Scaling High Performace Teams and The Common Mistakes In Scaling A Go-To-Market Strategy
Jan 19, 2018 neutral
Assertion Supported
HPE resells VMware despite majority ownership by competitor Dell EMC
“And I think if you look at HPE, for example, they also resell VMware, even though VMware is mostly owned by Dell EMC.”
Florian Leibert Jan 19, 2018 ▶ 8:24 20VC: Why You Should Not Always Listen To Your Investors, The Pros and Cons of Strategic Investors & How To Approach Operational Efficiency with Scaling with Florian Leibert, Founder & CEO @ Mesosphere
Sep 14, 2020
Assertion Supported
Gupta: Carl Eschenbach scaled VMware's revenue from $40 million to $6 billion
“Carl talk to you, who's scaled VMware from forty million in revenue to six billion.”
Ravi Gupta Sep 14, 2020 ▶ 16:55 20VC: Sequoia's Ravi Gupta on His Lessons From The Hyper-Growth of Instacart, The Key Question To Ask When Building or Evaluating Teams & The Importance of Investing In and Detecting Slopes Rather Than Intercepts
Dec 6, 2022 positive
Assertion Supported
Casado: Marc Andreessen and Ben Horowitz saved Nicira during 2008 recession
“Mark and Ben saved the company. We ended up selling that about four years later to VMware.”
Martin Casado Dec 6, 2022 ▶ 0:51 a16z GP Martin Casado: How I Went from Engineer to VC; Lessons from Chris Dixon | 20VC #956 · 20VC with Harry Stebbings
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