It depends on what that infrastructure is. Docker owes its existence to the OS not providing an adequate interface to create lighter containers than 00's style virtual machines. They chose to be imported and used as part of the stack by kubernetes instead of offering a better solution, which was clearly where kubernetes was headed. This one is less of a model question, than a market position question.

Elastic, on the other hand, is a very specialized application and the main issue they've had is having to compete with cloud providers (MongoDB also shares this problem). It's a very different problem, and both companies (Elastic and Mongo) seem to be finding ways to compete and cooperate. Elastic on Amazon is a great gateway drug to Elasticco's offerings.