VMware
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 31, 2025 by Andy Konwinski · said 5 times in 2 episodes since 2025 · across every show →
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brought up most by Andy Konwinski (3), Bret Taylor (2)
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2025 5 mentions in 2 episodes 3 per episode
Everything said about VMware, oldest first
Dec 31, 2025 bullish
LLMs are commoditizing like raw compute, shifting value to abstraction layers
“Language models themselves are more like compute or GPU a generation ago, where what can we build at the layer above? And in software systems, we've traditionally thought of VMware being a great example. You have the operating system and the underlying archite…”