I think containers as a concept have the chance to really fundamentally change the way applications are developed, delivered, and managed in data centers going forward - whether it's my own little rack sitting in a corner office, or a large scale, multi dc deployment.
We're betting on that being Docker, but, the worst thing that could happen is to become complacent and not recognize there's a tremendous amount of work left to do.
Not to take anything away from docker being a decent tool in some circumstances - but really this methodology has been around in one implementation for ages on Unix platforms.
What would be a good comparison for a component company like this getting to 100s of millions or $1b?
No, its not the first time any technologies with _some_ these types of capabilities have been available, but it is the first time this powerful combination of those capabilities have come together in a way that has so much momentum.
I would ask - why is it now that it's actually being used outside of the few boutique scenarios that came before?
I personally think it's a change at various levels of the industry (from the speed of ideation->delivery, inefficiency in process, dc consolidation, efficiency/density) and Docker is an integral piece in helping alleviate those problems