Startups and infrastructure don't mix
Tap, tap, tap... Is Pure and Nutanix listening? Most of the infrastructure startups are burning money. There is no unique value any of these are creating that can't be done by the larger companies sooner or later. Look back at history - the successful infrastructure startups all got acquired by a larger company. IPO's are a good exit for the VC's but not for the life of these startups. History is repeating itself.