I'm worried about Docker living up to its valuation, and I haven't seen the business model that will meet the expectation of their valuation long-term yet.

They have built a great open source product, but now that there has been a collective shift to understanding the benefits of containers, the docker runtime + container format will/should be commoditized by infrastructure companies (Google, RedHat, MS etc).

So where is the value-add of Docker the company going to come from?

edit: s/evaluation/valuation