The narrative seems quite clear to me. They released the tooling and the services to become the defacto solution, and then Swarm was supposed to be the cashcow that turned that into cashflow. And then k8s happened. They've raised a tonne of capital, and it probably looked sane at the time. And now they're grasping at straws trying to figure out how else they can turn this into revenue. A lot of the recent narrative h…
I could see that I was being too abstract, so I distilled it -- and I more or less begged him to not take any more money. (Sadly, Silicon Valley's superlative, must-watch "Sand Hill Shuffle" episode would not air until 2015, or I would have pointed him to it.) When they took the $40M round -- which was an absolutely outrageous amount of capital to take into a company that didn't even have a conception of what they would possibly sell -- the future was clear to me.
I wasn't at all surprised when the SVP washouts from the likes of VMware and IBM landed at Docker -- though still somehow disappointed when they behaved predictably, accelerating the demise of the company. May Docker, Inc. at least become a business school case study to warn future generations of an avoidable fate!
- Bryan Cantrill, https://news.ycombinator.com/item?id=28460504