I don't know if both or either of them are "right". Maybe neither one is "right", they can both be "wrong" too. I'm not sure how we determine what is "right" or "wrong" here. But you asked what we expected them to do.

If by "what do you expect a company to do" you mean what is _ethical_, then what's good for their business seems like an entirely orthogonal concern to me.

If the question is: What is good for the continued viability of open source -- I honestly do not know.