I'm not sure who's going to beat Docker. Docker is central to most orchestration tools so as long as they make money someplace with their central services, they should be fine.
Docker the company have few options to monetize on Docker the software when it becomes commoditized. They seeminly chose the Enterprise way, which consists of pretty orchestration tools and integrations with Active Directory. (A perfectly valid option, which worked out well for VMware.) That's a dead end now that Kubernetes won container orchestration. It will be interesting to see where they will go next.