For the record, I have good real world experience with all kinds of databases (relational, NoSQL, and even legacy multivalue and hierarchical ones), and I don't see why what you say has to be "always true".
One way of looking at Kafka is that is an unbundled transaction log, nothing more or less, so it could be used to permanently store and replay transactional activity, if one wishes. Noting that, even most databases don't store an immutable, permanent transaction log (as they often grow to be huge and are truncated every so often, and tables are used as the current state).
This article by Confluent seems to cover the topic (yes, recognizing it is written by the very vendor you suggest is trying to lock us in): https://www.confluent.io/blog/okay-store-data-apache-kafka/.
Ok, so how about the idea of a persistent, immutable, never-ending transaction log (uhoh, sounds like blockchain now!)? Setting aside Kafka for now, what do you think about the basic design pattern? To me it sounds a bit like it could represent a temporal database in raw transactional log form. Why not?
EDIT: After rereading your comment I see your main concern is using Kafka as a database management system (DBMS). I would agree, that's not what Kafka is for. But, I don't think Confluent intends that use case, do they? I look at it more as an unbundled single component that is very useful by itself, and is part of a more complex data platform/architecture (ex. Lambda or Kappa architecture).