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I'm not sure their direct competition really is Red Hat or VMware to be honest. Their product is Containers-as-a-Service, which is becoming a table-stakes service in cloud: everyone offers k8s management at a starting price of "free".

Docker is in a kind of weird place in the market where they're selling as-a-service for on-premise. Puts them in the same place as OpenStack and CloudFoundry for me - the former is already squished; jury's out on the second (IMHO). I don't see their current strategy succeeding, personally.




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