He is not a stupid person, he knows what he's talking about. Of course he doesn't wan to pay for RHEL licenses, and he explains why the licensing model used by RH now is a bad choice for a business with a high number of nodes.
So why rakuten should pay Redhat for work not getting paid by Redhat? See the point ? Who is parasiting the ecosystem here ?
If they were using non-copyleft licenses then RHEL packages would be closed.
He doesn’t want to pay for the OS at all, he just wants to pay for support. That’s fine, but he’s still factually incorrect in what he’s said.