Yes, the title is regarding the comment at the end of the show (if you haven't listened, do)
Overall, very interesting show. I would like to comment on the vmware opensource part, however.
The truth is, as far as I can see, that the benifit of VMware going opensource, for the custumor, would be minimal. Having free versions of the product lets anyone who doesn't have the money to buy it use it. The really nice features of VMWare all require a SAN. If you can afford a SAN, I don't think the licence will be that big of an issue. For small guys, vmware-server is "good enough".
To the custumor, opensource doesn't mather as much as we like to think (myself included), simply because most users do not want/cannot look at the source code.