
Still moving like cold molasses
The hypervisor is lagging on most of it's platforms. M1/M2 support for Intel an Intel support for M2 aren't apparently a priority, The HCL on intel is still incredibly picky, and the work getting the GUI and tool set re-integrated is only slightly better than the decades long process of getting all of the old "Control Panel" apps in windows into the new settings section of windows 10.
Arm server support, while interesting, is a tertiary concern, but they probably have at least one big customer paying to get it over the finish line.
It's a shame vmwares moving so slow these days, as they could clean up if they delivered truly deep platform agnostic vm's and containers. The enterprise could scale out non-intel architectures rapidly, and with a degree of confidence they could port their systems onto another platform quickly and without being trapped Itanic style on a sinking platform that didn't hit critical mass.
Their ability to move modular workloads between clouds and seamlessly down to on-prem operations could have been really compelling, but for these new architectures to take off, people need an on-ramp that doesn't require re-architecting every single piece, and and similarly an easy off-ramp to other platforms in the future.