It is valuable, just not that valuable. It is not their moat. Their moat is the mountain of dockerfiles out there, referencing thousands of images in Docker's

It is valuable, just not that valuable. It is not their moat. Their moat is the mountain of dockerfiles out there, referencing thousands of images in Docker's repo. Nobody wants to redo all that work (repo setup, scripts, and images) if they can avoid it. That's the silliness of this move: they are forcing people to pay up or do that work. People will go to extraordinary lengths to avoid paying, so there is a serious risk that they will do the work; and once they're gone, they're gone.