Maybe VVOLs will kill off the Unique Selling Point of Tintri for a handful of EMC or NetApp die-hards who - quite frankly - never would have bought Tintri anyways. But there's a hell of a lot more to Tintri than just VVOL-like capability.
Tintri Global Center, for one, is bloody grand. Their array management software is better than anything I've seen from competitors and I do rather like the ease with which replication between devices can be set up. Tintri also make good hardware that handles hot/cold block migration between storage tiers very well.
Tintri aren't just a "one trick pony". They're a collection of features and functionality married in one of the most user-friendly ways I've ever had the pleasure of working with, and the storage they provide is damned fast, while being cheaper than other enterprise alternatives.
Diversification into Hyper-V/KVM? Good. I don't know if you've looked at those ecosystems lately, but they're crying out for some of the storage goodness that overwhelms the VMware ecosystem.
You also would have to be a battered-and-fried fool to think that Tintri simply developed their array and then fired all their engineers, thinking they'll just ride their one product off into the sunset forever. Tintri are a software company, and a damned good one at that. They are working on new products and they will sink or swim on their ability to continue cranking out new device, features and so forth at the quality we've come to expect.
Yes, VMware is in the process of trying to do them in. Name just one partner VMware isn't actively trying to put out of business by viciously cloning their product! That's what VMware does, and anyone who chooses to enter the VMware ecosystem should bloody well know that by now.
But VMware's ecosystem is enormous. VMware - for all it's size - just doesn't have the engineering resources to compete with all of them. Not the least of which because VMware is constantly pissing away it's top talent through combinations of vicious internal backbiting politics and simply refusing to listen to some of the great ideas that it's staff generate. Those staff, fed up, leave. And they go on to form startups that VMware then attempts to kill.
Tintri doesn't live in a vacuum. None of these companies do. Tintri has some of the better engineers in the valley and is constantly attracting new talent. VMware's VVOLs are a threat, but one Tintri's known about for bloody ages. They long ago set about diversifying and they'll continue to do so faster than VMware can clone them.
That's how the game is played. No company is an island, and your ability to obtain and retain talent determines your ability to crank out great product. And it's the "great product" bit here that has garnered Tintri (and others) absolutely cult-like loyalty from their customers.
VVOLs will not kill Tintri any more than VSAN will kill Nutanix, or Hyper-V "killed" VMware.
Tintri's staff enjoy working there. They feel that the company has a fighting chance and that they have a real shot at upwards mobility. So long as that remains true, Tintri will keep hold of the best and brightest...and continue to crank out winners.
Silicon Valley is an employee's market. Until that changes, the red tape encumbered, bureaucratic megaliths don't have a chance of wiping out everyone and trundling forward - Redmond-like - unopposed for decades.
Vive la revolution, I say! It's this climate that ensures ideas get listened to...that innovation continues, and doesn't get reassigned to the mailroom, third-class, night shift.