As someone that has stared at a number of those projects, at this point I'm pretty excited that there are a number of different alternatives which tweak differe

As someone that has stared at a number of those projects, at this point I'm pretty excited that there are a number of different alternatives which tweak different knobs in the solution space of the problem. I think in the next few years you'll see a winnowing of choices in each category, and problem bundling of the top tier choices into an effective PaaS solution. Kube is very clearly in the expansion phase of its lifecycle but I doubt it will stay this way over the long run. Additionally, I think the fact that the overall categories are pretty well chosen is a sign of how decently understood the macro problems are and that there's a good reason to hope that you'll end in a place with 1-2 dominant players in each.