Everyone is so caught up in licenses, what they really need to ask is: "why can't these companies handle competition from cloud providers?". Don't tell me it's resources when these unicorns are getting VC funding to back a single technology when cloud providers support literally hundreds. They could take the Red Hat business model, but is hard and slow. I would imagine VC growth pressure makes it difficult to follow the Red Hat model.
*The software may have started open source for ideological reasons, but once you hit the VC funding stage, open source becomes strategically important for adoption reasons. The companies might believe in it (sometimes their unwillingness to accept PRs that would help the community but hurt their business makes you wonder), but that's not why VC funding happens.
They're in the business of selling support.
- support
- training
- ease of install
- ease of upgrade
- indemnity (e.g., Red Hat promises to pay your court costs if someone sues for patent infringement)
- stability (long term support releases)
Those are all things that plain old open source by itself doesn't provide, but Red Hat does.
Red Hat built a very successful business, AFAIK, selling support to enterprise customers.
> Would things be different for the companies we've been talking about lately (mongo, redis, elastisearch, etc.) if they had gone with a GPL license and a Red Hat-like business model from the start?
Probably not; there's lots of companies selling enterprise support around permissively-licensed software.
It seems most of the ones at issue want to sell SaaS platform services, and would face the same problem with well established SaaS platforms beating them at that game with their own open source software if it was copyleft licensed as if it was permissively-licensed.
OTOH if they close it off and make it exclusive it's going to be hard to keep a sufficient premium in software quality to make their platforms attractive over broader platforms with weaker lock-in, even if those other platforms require a more broadly-supportable second-choice alternative software package in place of the proprietary vendors secret sauce component.
For a lot of business denying their users software freedoms are a value add for them because of the power it gives them to demand payment. They will, in turn, pay back for GPL code to get that ability. If it enables the further development of free software, its probably a net win.
Qt used to be licensed under GPL but changed that to LGPL for version 4. Incidentally this was around when Qt switched its focus from QtWidgets to QtQuick.
So yeah, maybe it wasn't so much GPL specifically (except that "viral" threat), but overall Microsoft reinforced a bunch of concerns associated with open source and Red Hat was able to address those concerns.