Great post by Fred Wilson on Perez's technological surge cycle http://avc.com/2015/02/the-carlota-perez-framework/

She predicts every major technology has a breaking point and turning point.

I can't see why the same isn't true for docker. Rapid adoption leads to growing pains, which leads to introspection, which leads to fixing of issues to create better product.

If you've been around the block, it's hard to see Rocket as competition. There is a lot of sunk cost already in Docker (Amazon, Google, Joyent, lots of startups), if it's not obvious to CoreOS already.. Docker will be the predominant way we package our applications for the next 5-10 years