Like many, I got a lot out of Brandon’s write-up and therefore gained confidence to restart my NTNX position earlier this week. Many props to Brandon re: that piece of work by him.
Two beginner’s mind questions:
(1) does Nutanix software sit as an application on top of the Operating System (Windows Server, Linux, etc.,)? Or is it a replacement Operating System? Suspect the former ---- yet looking for that validation. And if it is the former, I totally get the size of the opportunity ---- and why the Morgan Stanley analyst (vis-a-vis Bert) might have said that Nutanix was the most innovative company she had seen in ~20 yrs of experience.
(2) Microsoft Windows Server OS does well in the data center (AWS, Azure, or on premise). Any idea if their own HCI solution is of concern? https://www.microsoft.com/en-us/cloud-platform/software-defi…