I don't see why a company that refuses to add to a GPL project has a "decent change" of releasing their code under a more permissive license.
If you're going to talk about theoretical behavior from big companies, you can make stories any way you want.
Let's say a big company selling computers wants to include a PCB editing software by default. If KiCAD was Apache licensed they may be tempted to make a special version for their customers, as a unique selling point. But it's GPL, so they have to choose between rewriting completely (a huge process), or just publishing the changes and being happy to include a good program.
Or a company makes modifications to a GPL program for internal use, and decides they want to share it with partners/customers later.
I have no reason to think these stories are more or less likely than the story of a company completely rejecting the GPL option but still deciding to upstream their changes.