Paul,
Is Nutanix more like Twilio or Talend? Maybe you should ask if Twilio or Talend more like Nutanix?
Nutanix is the company with more than $1 billion in sales, #1 in its market despite the fact that its greatest competitor is VMWare, which is owned by DELL, and yet Nutanix servers are the #1 server sold by Dell despite their clear incentive, if they could, to sell everything with VMWare on it.
No, Nutanix is not a Talend. Talend is slow growth, and Talend seems to have mislead investors as to the grandeur of its cloud opportunity.
Nutanix is not going to fall off a cliff or prove in Rule Breaker parlance that the market it is in is not worth being in (from an investor perspective). Nutanix is in one of the largest and fastest growing markets in the world. A market that Nutanix, like Twilio afterwards, created itself and that it continues to lead.
Twilio has less direct competition. Talend is in a market that they did not create, and that has been mostly stale for a decade. What Talend did was create an open source solution, and then promote themselves as the #1 cloud purveyor in the market. This may be true, but left unsaid is just how small that market niche really is.
Tinker