I think there would be a market for a proprietary compiler and maybe an IDE to go with it — if the performance was better than the open source one. I think this is achievable because as good as Go's performance is now, there's still a lot of headroom. Google isn't exploiting modern CPUs very well, and the linker is not doing extensive LTO.
The biggest constraint is the blazing fast compile times. A compiler and toolchain that was able to take some time for optimization might deliver markedly better runtime performance.