> No acquisition is also a possibility.
Oh my yes, the quiet release of CRI-O by RedHat and Google recently was a pivotal moment. You can run a container orchestration environment in production without anything from Docker the company. You still need it to build and maybe host images but the rest is pluggable.
Good catch, though. GitHub is a candidate because their core business model, like Most Linux Distributors, is built around aggregating and re-distributing open source software in a trustworthy fashion. (And support contracts around that.)
No acquisition is also a possibility. Neither Docker the tech nor Docker the company is too big to fail right now.