The issue is really about the future. Your service is as useful today as it was yesterday or six months ago, but the perceived usefulness of your service a year from now has gone way down. We all appreciate your honesty about the pivot. But how will your customers fare in the long run?

It is kind of a strange situation. You're clearly the leader in hosted Docker PaaS at the moment. However, you're also promoting an ecosystem where all these Docker based startups are springing up, like deis.io. Why won't you be out innovating them? I fear you'll be moving down the stack, and letting others fill the PaaS role. It isn't clear to me how you're going to make money out of Docker (perhaps it isn't to you either).

I say this as someone who was going to be deploying my first Django app in a couple of weeks. I have a dotcloud account, and had messed around a little. That was my deployment plan. However, I spent tonight reading the Heroku docs. It seems at some level you realize you've lost out to Heroku, and have pivoted to this shiny thing that is getting lots of traction. That's great, and I'm sure that is the right path to take business wise. However, it doesn't sound like your current dotcloud customers will get any particular benefits from the great Docker fueled future.