I think this is a win for the Elastic community as a whole, but presents a real problem for Elastic the company. And that begs the question of what happens to the Elastic community if there's a real fork. And what happens if Elastic the company is very negatively impacted? Do we see a fracture of the community?
Looking even farther out, at this point does it make sense for any startup looking to create infrastructure software to open source it? If their project becomes successful, they'll get eaten up by the hosting providers. It makes smaller scale open source more commercially viable because you won't attract the attention of the providers that would come in a take your business.
Will be interesting to at least watch what early stage VC investment in open source companies looks like over the next 12-24 months. Will the open source pitch work for series A investments or will investors shy away?