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I think you're right. CoreOS never made the transition from technology and community leader to a sustainable enterprise business. I think Docker has made that t
by zapita 9y ago
I think you're right. CoreOS never made the transition from technology and community leader to a sustainable enterprise business. I think Docker has made that transition. They are at a completely different stage than CoreOS and facing vastly different challenges.
For Docker the question is: can they carve out enough of the enterprise IT budget to reach IPO-level revenue growth before either A) their direct competition (Red Hat and Vmware) catches up to them, or B) Big Cloud commoditizes the entire container platform space, eventually nuking the growth of Docker, Red Hat and Vmware alike.
- ealexhudson 9y agoI'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.