[cmer]

The problem I see with their business model is that the technology has long been commoditized, and alternatives are often better. It's a pretty tough spot to be in.

Anecdotally, I use Colima on my Mac, and it is better than Docker Desktop in pretty much every way I can think of. I'm sure I'm not alone.

Generally, a company like Docker would sell support agreements (ie: how Red Hat does it), but selling support to developers rather than to support core infrastructure/production deployments probably wouldn't work. I hope they can figure it out and succeed.

[toomuchtodo]

This issue was brought up in the initial hacker news thread, when Docker was moving towards this pricing model. Here we are, $120M ARR later.

https://news.ycombinator.com/item?id=28369570

[candiddevmike]

Competitive Docker Desktop replacements (podman) are just starting to see adoption IMO. Let's see the number next year. Lots of companies had no other choice but to pay.

[wstuartcl]

I think it will be interesting to see the next few years. There were quite a few orgs that jumped as the pricing was introduced, detachment from k8s etc that was a side effect, a bunch of new options in (free) market. Just from my perspective out of the orgs I know of that bought into the pricing, every one of them has active projects to get off in the next year.

[hnarn]

> Here we are, $120M ARR later.

Juicing ARR in a dying company is not rocket science, keep an eye on that number and compare it in 2025 or so to Apple or Microsoft.

[cmer]

They have LONG way to go before they can prove sustainable in the long run and justify their valuation.

[tootie]

It makes me wonder if Oracle is making any money off of Java at this point. Aside from losing court cases over IP, they have seriously soured the brand.