NTNX - Only the Paranoid Survive

Thanks for the link. A well written letter.

Finally, I want you to know that velocity is our only friend, and we’ve balanced it well with customer experience.

The others have explained about velocity. I think this is a very key point and that’s why he choose it in the concluding summary.

Nutanix metamorphosed from a HW company to a SW company. This is not easy to achieve, even in unrelated products. Think about Sun. They developed java, which is ubiquitous, but could not transform the company to a software company. Whereas Nutanix did this transformation on their core product and this transformation happened in a blink of an eye, while retaining their customers, and making sure their customers are not impacted is no small feat.

I think Pandey and Nutanix did a wonderful job on this.

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