AGPL also harms adoption at companies because of the "invasive" nature of the license. Google, for example, bans the use of any AGPL software. It's too vague for the legal team to confidently understand the "bounds" of the copyleft license.
Permissive licenses like MIT/Apache have historically been what companies prefer to have when evaluating free software. And, generally, it hasn't been a problem for companies like Elastic because companies like Amazon didn't "take" profits from Elastic (and others).
What has shifted is that, where before, there was a "code of honor" that companies could use FOSS software and Elastic would benefit from the uptick in adoption via support contracts, community building libs + writing docs, and encouraging "network effects" for them.
The "cost" of being a FOSS company was lower than the "reaped" benefits of the network effects.
That has shifted with "predatory" behavior from companies like Amazon. That abuse of the "vulnerability" in the FOSS ecosystem is a tragedy of the commons. It means that companies have to be more cautious about what they choose to open source.
This is just my opinion, of course. As a founder of a software company though, I see this as a real struggle. I would prefer have https://refinery.io be an entirely open source tool and we make money via supporting the ecosystem.
Unfortunately, it just isn't clear cut. The best option that I see today is a model like what MongoDB and CockroachDB have with licenses like BSL. But, they're not truly "open source". And that sucks.
We are living in a time where there are no good answers in the face of exploitative behavior by companies like Amazon. It means companies like mine have to maintain a proprietary platform in order to make money.
As a developer, it hurts my ideals. As a business owner, it's a risk I can't afford to take. That's why this behavior is a problem for FOSS.