This seems unfair, it isn't necessary to attack the author just because the tone is a little conspiratorial. I'm sure there is a little embellishment in the post, but there doesn't seem to be any reason to doubt the author has noticed a real effect that may have a reasonable explanation. The VMware price hike idea seems like a very reasonable explanation
I lived through EMC's VMware tightening their grip, killing off our vendor "reflex firewall" by restricting their use of network APIs (to boost their Nicira acquisition which became NSX), then making us pay the vRAM vtax as part of the VSPP program (public cloud), and launching project Zephyr (vCloud Air) where they directly competed with us.
RIP VMware. Been getting Novell vibes from them for the last 10 years.
Fortunately it's quickly nipped in the thread on reddit. The news isn't new, and companies already had shy of a quarter to work on it, but not that we hit Q3 and forecasting for Licensing is now kicking in for Q1-Q2 23' it's now sudden that the capex will be $$$ so there is a huge rush to migrate to mitigate licensing cost and sunk cost of a yearly licensing option.
Most IT/Sysadmins do not communicate with Finance/FPA, but the ones that do are really ahead of the game. I'm fortunate that in my past and present org(s) I always include them on talks, and once they are on your side they are an invaluable ally. Money talks, finance talks.
IT and Finance are back office administration, or the other side of the house in many orgs and should be talking about all terms of licensing and proper forcasting, but I do see it strained because IT focuses on what the tech can do, and finance only understands money and liability.
But IT can also mitigate liability if it's framed properly. This MSP sysadmin is clearly only in tech and never went out of it. Which isn't bad. But it is a very, very common silo and trope for external IT partners.