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Docker 2.0 went from $11M to $135M in 2 years

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Re: Docker 2.0 went from $11M to $135M in 2 years

#41

Earlier quoted context omitted.

...because GitLab also has a convenient container registry Also Google Cloud, Amazon, Azure, and even DigitalOcean.

Ok. Docker is also a convenient container registry. And its independent of ALL of those infrastructures so if i cancel any of them or move elsewhere, Im still good. So why should I not pay for Docker?

> independent of ALL of those infrastructures

Ok, so where is Docker Hub hosted? Do they run their own data centers?

Re: Docker 2.0 went from $11M to $135M in 2 years

#42

Earlier quoted context omitted.

What's Docker Desktop exactly?

The thing that I have to install on MacOS so that I can run docker. Is there any other way(i.e no gui utility) ?

Linux I just install some stuff from apt, so I assume you can brew install something to run it command line (no GUI)

Re: Docker 2.0 went from $11M to $135M in 2 years

#43

Earlier quoted context omitted.

What's Docker Desktop exactly?

The thing that I have to install on MacOS so that I can run docker. Is there any other way(i.e no gui utility) ?

I use podman: https://podman.io/getting-started/installation#macos

Its CLI is similar/same as docker

Re: Docker 2.0 went from $11M to $135M in 2 years

#44

Earlier quoted context omitted.

What's Docker Desktop exactly?

The thing that I have to install on MacOS so that I can run docker. Is there any other way(i.e no gui utility) ?

Rancher desktop, or (my preferred) colima + docker cli.

Re: Docker 2.0 went from $11M to $135M in 2 years

#45
post #8

I remember everyone had written Docker off for dead when they announced their updated pricing plans, but they really made perfect sense, and I am happy to see the company recover. A large chunk of the tech world today relies on their products, but they were making next to nothing for it. It is definitely worth it for large companies to throw a few dollars their way considering the massive amount of value they are get…

It just goes to show how what enterprise customers value and what individual developers value are two very different things.

Yes very much. It's a whole new world selling enterprise vs anyone else.

Small business selling is much more like selling to consumers.

Re: Docker 2.0 went from $11M to $135M in 2 years

#46
There is a high cost of switching tech stack for companies, especially when availability of alternatives is unclear yet. So lots of companies will have no choice but pay for it.

But for individuals it would be a complete different story. I've been playing with PodMan on linux in my home lab for a while now and I'm super happy with it, especially it doesn't need root in most of the cases.

Re: Docker 2.0 went from $11M to $135M in 2 years

#47
post #14

> 254% YoY from ~$11M ARR in late 2020 to ~$135M at the end of 2022 just by flipping Docker Hub and Docker Desktop to paid for businesses I have never met a single person who pays, or works for a company that pays, for Docker Desktop. Why would you? Paying for Docker Hub seems like something that people do because they have to short-term, but there’s no genuine selling point to it long-term and I suspect people will…

i worked in a megacorp on a 1000 person initiative - with hundreds of developers - that had standardised on giving everyone macbooks, and many teams were using docker for mac to develop and run containerised integration tests locally. when the docker pricing model was announced, there seemed to be a pretty strong value proposition to just paying the monthly per-user license fee to continue using the software and not disrupt what teams were doing vs putting the effort into migrating to something else. what were the alternatives? develop a new linux+some other hardware soe, migrate everyone off the macbooks to that, then migrate to podman? etc. it could be done but the switch cost and effort would be a big distraction, and it'd require a lot of re-work and risk to reimplement all the enterprisey things that had been established for the macbook soe (like email, "endpoint protection", video conferencing, etc). another alternative could have been to burn a lot of engineering effort to eliminate the use of local container-based workflows, say, or for someone to build out a developer VM soe so that people could remote into linux machines to develop with podman.

it was interesting that a lot of the docker pricing model is about container image storage in docker hub, in the enterprise context i was working in, that job was already been done by running private container registries in the chosen cloud vendor's platform, so the docker hub offering didn't really add any value.

Re: Docker 2.0 went from $11M to $135M in 2 years

#48
post #31

Earlier quoted context omitted.

Assuming I meant absolute dollars is absurd, I was talking about sustaining or increasing revenue. That should, if anything, be easier for a small company. In theory it’s simple and it’s happened many times: If you have a company with a lot of users but no income stream, you can hold those users hostage without adding much value, just find something that causes immense discomfort if it disappears and charge for it. P…

I've never seen that get you to $120M ARR. Have any examples?

What a strange argument. So if it hasn’t happened before it’s impossible?

Re: Docker 2.0 went from $11M to $135M in 2 years

#49

Earlier quoted context omitted.

What's Docker Desktop exactly?

The thing that I have to install on MacOS so that I can run docker. Is there any other way(i.e no gui utility) ?

What do you mean? I just do `apt install docker`.

Re: Docker 2.0 went from $11M to $135M in 2 years

#50
post #14

> 254% YoY from ~$11M ARR in late 2020 to ~$135M at the end of 2022 just by flipping Docker Hub and Docker Desktop to paid for businesses I have never met a single person who pays, or works for a company that pays, for Docker Desktop. Why would you? Paying for Docker Hub seems like something that people do because they have to short-term, but there’s no genuine selling point to it long-term and I suspect people will…

I think they just cashed out; enterprise had to pay, for now, while evaluating and migrating to free alternatives. I don't think it will be a sustainable growth.

For a 100-300 developer company running macs, I don’t think the current “free” alternatives would be less expensive than paying for Docker Desktop. I managed wrappers around Vagrant when Airbnb was that size and boy howdy did the whole org pay for every bit of the quality difference between Virtualbox+Vagrant and the Docker Desktop of today. I would rather buy a reliable GUI for fiddling and resetting the VM, wrangling file shares etc over implementing it myself. Maybe Colima will get much better but today doesn’t seem like a good choice unless you’re at 500+ devs and want to spend Dev Infra headcount polishing it up & supporting it.
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