VMware

3 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jun 13, 2016 by Subbu Rama · said 22 times in 12 episodes since 2016 · across every show →

Mentions by year

brought up most by Ben Nye (6), Nathan Latka (5), Subbu Rama (4), Dennis Mortensen (2), Seth Lieberman (1), Mohit Aran (1), Gleb Budman (1), CJ Gustafson (1)

tap a year for its mentions
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02420162017201820192020202120222023episodes it came up in
00224420162017201820192020202120222023episodesmentions per episode
2023 1 mention in 1 episode
2021 2 mentions in 1 episode
2018 4 mentions in 4 episodes 1 per episode
2017 4 mentions in 3 episodes 1 per episode
2016 11 mentions in 3 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about VMware, oldest first

Jun 13, 2016 bullish
Prediction Not checkable as stated
Rama: Bitfusion could match VMware's scale if executed correctly
“We think this could be as big as VMware, if we executed right in the next few years.”
Subbu Rama Jun 13, 2016 ▶ 13:47 Shocked Subbu Wouldn't Accept my $10M Offer after Raising $1M This Year, EP 282: Subbu Rama
Nov 3, 2016 neutral
Assertion Not checkable as stated
Every startup Bain evaluated that directly competed with VMware died or sold
“And just to make the case roll the tape forward. And every one of those players that we looked at has either been acquired or gone.”
Ben Nye Nov 3, 2016 ▶ 12:39 EP 467: $60M Raised To Help CIO's Manage Their Cloud with CEO Ben Nye
Nov 3, 2016 neutral
Prediction Partly held up
VMware's revenue growth will continue to slow, but it will not die
“They're not going to die. I think their growth rate is going to continue to slow, but I don't think they're going to die. They've got a huge amount of cash that they generate.”
Ben Nye Nov 3, 2016 ▶ 13:01 EP 467: $60M Raised To Help CIO's Manage Their Cloud with CEO Ben Nye
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