a lot of it is vcenter/vsan/vrealize so pretty big stuff. That being said, they aren't killing it off just killing off the perpetual ownership of those products when you buy a license, now it's subscription based
I think it's partially killing off perpetual ownership, but I think I heard they're also killing off a lot of individual SKUs. So you may not be able to get ESXi outside of a full vCloud Foundation subscription, which also includes NSX and Aria and a bunch of other stuff...