I'm unclear what value this adds in the end
Yes container images would become portable between systems, but if you hide the underlying system enough under abstraction layers what makes me choose between CoreOS or Docker or the future thing? What's the value difference?
Containers are useful if you have the build systems in source control, but if you don't, you don't know how to rebuild them or what is in them - they become dangerous in that case. They become scary "golden images".
Docker files were already very easy to regenerate things -- and I think interface wise, one of the more compelling wins. If there were other systems it's still likely they would have different provisioners.
It seems the (excuse me for the buzzword) value add then quickly becomes in the people providing management software for Docker, rather than in Docker, and Docker becomes more or less a subcommitee of a standards body.
I'm sure that's NOT true, but it's confusing why they wouldn't want to seek differentiation to me and what this means for valuation purposes.