[natbennett]

“Application Modernization” is a huge deal in enterprise. In practice this means some combination of “make it slightly easier to get production traffic to new Java apps” and “deploy a lot of Kubernetes clusters.” Really they want the former but the k8s became a proxy for the capability. It’s why IBM bought RedHat.

Hashicorp products are a very big part of this world. I’d expect that basically every IBM customer also uses Hashicorp products, but they may or may not have a commercial relationship with Hashicorp.