Overture's sponsors seem pretty focused around big company needs, like coordinating efforts between mapping orgs and standardizing metadata. They're each pledging $3M + 20 FTEs per year to accomplish it [1].
But I would argue it's more productive to coordinate enterprise+individual contributions through a central organization: the OSM foundation.
When io.js forked from Node.js in 2014, it was more of a call for attention than a desire to split the ecosystem in two. They merged the next year. (I joined the core dev team after the split.)
Maybe instead of asking what OSM will become after Overture, we should ask, why can't enterprises accomplish their goals within the framework of the OSM Foundation?
Disclaimer: my startup has a product built on OSM [2].
[1] https://overturemaps.org/become-a-member/
[2] https://buntinglabs.com/solutions/openstreetmap-extracts