I find it fascinating that people react so violently to the notion that virtualization is dying. And being ex-VMware myself from the pre-IPO days, there's no need to sell me on the virtues of virtualization.

The point is, when you're talking about building up large datacenters from scratch, virtualization is an unnecessary expense. My ex-VMware coworkers have spread through the Valley, and when I chat with them, they are saying the same things.

Apple Siri is 100% on bare metal and Mesos. My friends at Uber also say the same thing, that they don't use virtualization at all, and the ex-VP of engineering of VMware is there now. My friends at HDP who see a lot more customers and installations that I do say that they haven't seen any of their customers using virtualization at all, they see bare metal and mesos/yarn. Someone on the previous thread mentioned Spotify is the same way.

If you're building up a datacenter from scratch, the trend is to now use bare metal and avoid virtualization altogether. Sure, if you're currently a datacenter with virtualization, you're not going to rip it out. As I mentioned above, it's not dead, and it will still be around 10 years from. But it will be relegated to a legacy app.