I think what Docker should have done, is charge for Docker Desktop from the start... even $5/mo/user as a discount rate for non-open-source usage... similar for container storage, had a commercial offering for private containers from very early on.

The former felt like a rug pull when they did it later, and the latter should have been obvious from the start. But it wasn't there in the beginning and too many alternatives from every cloud provider popped in to fill that gap and it was too late.

There were a lot of cool ideas, and I think early on, they were more focused on the cool ideas and less on how to make it a successful, long lived business that didn't rely on VC funding and an exit strategy they didn't have to succeed.

They could have invested more into docker desktop as well. I pay for orbstack, because docker desktop is trash on macos