“If you look at VMware's roughly 20 year history, the first decade was us disrupting and growing, and the second decade was others coming after us to disrupt us, right?”
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More from Raghu Raghuram
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Raghuram: No Major Tech Company Was Built From Docker or Kubernetes
“Now, the interesting thing is the industry, nobody made money on either Docker or Kubernetes. I mean, there were some startups, right? But really, there was no big company that was created out of that.”
Raghu RaghuramAug 6, 2025▶ 3:52From the Dot-Com Crash to the AI Era: How Builders Survive Waves of Disruption
Insight
Raghuram: Selling to new enterprise user personas requires fenced-off teams
“There are some classes of innovation where you can get by what I would say is close adjacencies, where the If you're building a product that's closely adjacent to your original product. You can take it from zero to one through the existing Salesforce. Yeah. Ri…”
Raghu RaghuramAug 6, 2025▶ 9:55From the Dot-Com Crash to the AI Era: How Builders Survive Waves of Disruption
Insight
Raghuram: Non-Founder CEOs Get Less Time to Transform Companies Than Founders
“Founders will get much more time. The market gives them more time. The board gives them more time. The employees give them more time. Non-founders for various reasons, and I don't know if you agree, you don't get the same amount of time.”
Raghu RaghuramAug 6, 2025▶ 27:22From the Dot-Com Crash to the AI Era: How Builders Survive Waves of Disruption
Insight
Raghuram: AI bottlenecks have shifted from models to physical infrastructure
“What we have seen over the last three years is the steady increase of the capabilities of the models. Where the model is no longer the bottleneck. And in fact, using AI, these models are getting better faster and faster and faster. Now the bottleneck is all wh…”
Raghu RaghuramAug 28, 2026▶ 2:21Why Top Founders Are Racing Into AI Infrastructure
Disclosure
Raghuram: VMware Did Not Know How to Market to Software Developers
“The cloud, I mean, initially Amazon AWS did not change The abstraction of a virtual machine but everything else, the business model changed, and the most important change that AWS brought about was it made infrastructure available to developers without IT. Tha…”
Raghu RaghuramAug 6, 2025▶ 3:13From the Dot-Com Crash to the AI Era: How Builders Survive Waves of Disruption
AssertionNot checkable as stated
Raghuram: VMware vSAN failed with storage buyers until sold to compute buyers
“In fact, we had two iterations on vSAN, right? Initially, we said, hey, let's go after the storage buyer. That did not work as well. And then we said, look, we're going to go expand the compute buyer's purview. Right? Then it started working. So the go-to-mark…”
Raghu RaghuramAug 6, 2025▶ 11:06From the Dot-Com Crash to the AI Era: How Builders Survive Waves of Disruption
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