I agree to all points. For point 6. Mapbox is a big contender for ESRI's current position.

For 8. Openstreetmap, GDAL and associated open source ecosystem offers a solution to proprietary format and API of the month problem to a degree. It is not surprising that there is no money flowing if mapping is not a core business of the users.

Aerial and satellite imagery is the heavily regulated and lucrative part of any mapping solution. If you are allowed and able to obtain that, you can probably get by just selling the raw imagery without geospatial processing.