Re: too big, or too small
Uhm, maybe you should update your facts. During the Nutanix .Next events they've talked about hundred-strong clusters at PB scales, of customers running monster (20+ TB) Oracle DB's and SAP, not to mention they're (I think) still the only HCI vendor certified by SAP.
Their management interface is not a management interface, it's more an operations center with pretty nifty intelligence and analysis stuff crammed in there.
So, where, exactly are these "limitation" or "point solutions" like VDI? This doesn't compute.
And from your announcement, dunno, but it feels like you just re-invented the vBlock.