You can't take analysts opinions as gospel, those that do should be beaten. I love a bit of public cloud as much as the next man, but it has to be appropriate in the use case and be fully thought through. Talk of K8S in the article also reminds me of that XKCD strip about the use of buzz words. Just because you say it doesn't make it the silver bullet.
Finally, as for VMware not innovating as much once Broadcom take them over. Don't make me laugh, they haven't innovated in years. Like Apple, they just keep rehashing existing features and claiming "further and faster" every time.