How did Docker achieve such rapid growth and is there any indication of increasing returns to scale for the company?

First, we need to acknowledge the massive tailwinds that are helping create this market. IDC says there's going to be demand for 750 million new applications in the next two years. These are more applications than have been written in the entire 40-year history of IT—so, there’s huge demand.

That is creating huge demand for developers to write those applications but also for productivity across existing developers since this demand for applications is outstripping the developers there to build them. Depending on who you listen to, there are about 26 million developers out there today, which will grow to about 45 million by 2030.

Covid of course just dialed this to 11—now, everyone has got to get on their digital game, and that requires applications and developers.

We created this phenomenal base of consumption with our freemium model, where Docker Desktop can be downloaded for free by anyone around the world. As we grew from the pivot in November 2019, we learned where the value in the product was, who saw value, and in figuring out a monetization model, we were effectively just unlocking existing consumption and rebalancing the trade. 

That rebalancing combined with the macro forces have been the two big levers that have unlocked the growth that we’re talking about here.