For what it's worth: I agree with you about what seems subtextually to be behind this whole thing. But then: if they've been on notice for many months about Mullenweg being upset about their use of the trademarks and lack of participation in the community (confirmed on camera, unless he forged emails), it feels to me like WPE --- a company with an 8-9 figure run rate --- should have been in a position to know what was coming with WordPress.org and how to mitigate that.
I'm not casting Mullenweg as a hero; just making a case for it being a JABOG† situation, as I said above. And, of course, that the summary in the story we're reading is pretty one-sided.
† gonna make this a thing