[MBCook]

It always seems like VCs. They did great and started growing a lot. More VCs jumped into the next possible “unicorn” and they had even more money. They had to do stuff with it.

But they weren’t paying back fast enough, and K8s was making waves. Better make money fast while you can. Time for the squeeze play so the VCs can win.

If they had been allowed to grow at a more natural rate maybe it would all be fine. If they were allowed to be happy with a 40% share of a big future market, things could be great.

But that’s not the VC-shoot-for-the-moon way.

[usrusr]

Yeah, that's the elephant in the room that the article claims to acknowledge, but misses by an order of magnitude.

"Docker is also a company, and companies are expected to produce revenue." That reads like wages, office rent and perhaps a boat for the founders. But they can't be that humble anymore, not after burning through a quarter billion in VC money. (even if those numbers seems surprisingly harmless compared to some more consumer oriented VC bonfires)

Now it's their job to make those investments winning bets or ruin the company trying. All that free image CDN convenience much of the docker revolution was built on? Too good to be true, effectively a loan from VC betting on getting people hooked.