Through that doesn't really change your arguments point.
Through I also would argue that while some companies are tightly coupled to docker desktop many others are not (and can easily migrate) or need to migrate to other tooling for other non-payment reasons.
If you only need containers (e.g. docker cli) but not docker desktop podman is already a drop in replacement in many case, one which in certain aspects is even much better to boost(*1).
(1): Through that is only on Linux and it's not a clear cut "this is better" but more a "subtle differences can make it much better but also worse depending on what you do/are looking for".
