Large companies already have dedicated teams for stuff that is a lot less critical than the container runtime.
The companies that are too big to avoid paying, but too small to build a replacement, are the ones that are in a jam -- for now. But in a year or two, Podman or Rancher might might fully meet their needs. What should they do then? Continue to pay for Docker, or use a free and open source alternative that has feature parity?
$250k/yr/developer, so for 1 quarter, that's $62.5k, 3 developers for one quarter is $187.5k. Docker costs $10/mo, or $120/yr, so for 1000 developers, that's $120k/yr, or a payoff time of 1.5 years, assuming nobody ever has to touch anything ever again. Let's say our solution requires 1 developer-quarter per year to maintain - bugfixes, upgrades, deployments, etc. That's $62.5k/yr. That pushes our payoff time out to 2.5 years.
Let's say our solution causes a net decrease in developer productivity of 1% (our solution has a bug that means things are slow for a day, developers can't google for easy answers, developers have to port things into our system) - that's a minute of extra work for every ~2hrs. That's 1000*250k*.01, or a net drain to the company of $2.5M/yr, which effectively pushes our payback time out to "never".
Hell, we can even work the math the other way - for replacing Docker Desktop to be worthwhile, it's gotta cost less than $120/yr/developer. Developers cost $250k/yr, for call it 250 days of work per year, so $1000/day, or $125/hr, which means if the aggregate cost of our replacement to an individual user is even an hour per year, it wouldn't be worth doing for free. Add in the cost of actually having someone actually maintain our replacement product, and the math's even shittier.
We don’t know where the gp is posting from; btw in places like London or Berlin a dev can make 2x that figure.
This is an extremely aggressive assumption, and affects the entire equation. What happens when you achieve parity in 1 month, because actually, docker isn't that important? nerdctl + containerd basically eliminate my need for docker in a work context. nerdctl only for my local development.
Tech companies with XX thousand employees already have dedicated infrastructure teams of all sorts. This math doesn't feel like it reflects reality of the marginal costs and payoff time.
As I type this my laptop is hot because docker needs to be reset and restarted.
Let's say there was no open source replacement (that's not true, or at least it's not going to be true when Podman and Rancher improve, but for the sake of argument...)
What would prevent Docker from doubling the subscription right now? Tripling it?
That's 5 minutes every day of the year for every single developer, sounds like a large assumption to me.
Your developer costs are also way over the global average.