I have some frank rants/thoughts on HPE. 1. The 2010's was a really shi**y decade for HP/HPE IMO. An epic decade for tech marred by management/board missteps w/ a very painful & distracting re-structuring; #HPEDiscover
2. Meg Whitman had to take one for the team to save an iconic silicon valley brand; 3. The idea of the split & spin merges was HPQ. would be the cash flow play and HPE would be the growth/innovation engine; 4. That hasn't happened yet but Antonio has a 'clean' slate to work w/
5. The key imo is for HPE to re-tool it's software business to support modern AI/Data workloads. HPE must have many 000's of software engineers - I would guess at least 5,000+ -->how can it leverage those skills to create the most efficient cloud-like/cloud-native experiences?
6. We've seen HPE make some tuck-in acquisitions like Blue Data & MapR - how can HPE leverage these along w/ *organic* innovation to create cloud-native experiences across any cloud, on-prem & at the edge? This is a $4Tr opportunity (source @dfloyer)
7. I agree w/ Antonio that a cloud-first mentality will shift to a cloud everywhere mindset - but I do feel as though HPE is somewhat fighting fashion...cloud everywhere starts w/ cloud 1st imho. Yes most workloads are on-prem but all the growth is in cloud.
8. Planning assumption: For this decade, cloud and edge workloads will sustain growth rates that are 2000 basis points higher than on-prem;
9. One of Antonio's biggest challenges imo is how to allocate precious free cash flow...Like @ArvindKrishna at IBM he has to balance placating Wall St. w/ funding R&D; 10. A cloud everywhere stack will be expensive to build and maintain but this is the opportunity in front of HPE
11. I'm excited to see it unfold - a much cleaner story w/ far fewer internal distractions allows Antonio and the HPE management team to go after the opportunity w/ focus on customers and innovation
