Seems to me that they'll either license tech to enable enterprises to build their own docker platforms, or offer their own hosted platform... dotcloud 2.0
“The closest analogy I guess I can give you is, for people who think of Docker and containers as a new form of virtualization, so [with] open source we gave away ESX and what we are selling is something akin to vCenter or vSphere.”
This also clarifies why things like Rocket are the biggest existential threat facing Docker Inc., and why the mud is being slung.
On everything else I'm on the fence but so far the 'batteries included, but swappable' motto has been respected: everything new they have done/announced lately is not in Docker core but rather an external project (think: Swarm, Machine, Compose) that uses the public APIs
All the new features are pure open design, they only exist because users are asking for them and people are sending patches.