Am I reading correctly that building from source would still allow for commercial hosting contexts (subject to AGPL)? If that is the case, I don't understand how the EULA benefits anyone enough to want it.
Most serious companies however appreciate a proper business relationship with defined, vendor supplied builds, that they can plan with etc. Remember that somebody who builds from source can not call us asking for reactions of any kind.
That is were the EULA comes to value.