Marios from Lenses.io ( landoop ) here. On a brief look, although IANAL, the new license doesn't affect us directly. Our core product has native Kafka and Kubernetes SQL capabilities which aren't based on Confluent's KSQL. Lenses does integrate with open source schema registries —Confluent's and HortonWork's— and this integration is also not affected by the licensing change.

On a personal opinion (I don't represent my employer), the new license affects both behemoths like AWS and smaller providers like Aiven alike. It may be a bargaining chip for the business, a trojan horse or it may backfire; only time will tell. I think many HNers know first-hand how hard it is to balance business and open source. It is a sign of health that the community is concerned and the best way to ensure an open platform going forward imo.