I think Docker is ubiquitous enough that there is a real market for it. It even plays well with Kubernetes. I don't know enough about their pricing model and

I think Docker is ubiquitous enough that there is a real market for it. It even plays well with Kubernetes. I don't know enough about their pricing model and churn to comment on their viability with much certainty. Maybe I'm being too optimistic with Gitlab. I know next to nothing about their business, other than hearing good things from people who have used it. That said, I doubt I would've seriously considered investing in any of them except for Stripe until the previously listed companies had shown significant traction. I'm actually somewhat pessimistic about AirBnB's valuation 5-10 years from now compared to today. But then, I thought for sure the iPhone was going to flop. So what do I know?