If its open, they are selling managed hosting, its the main reason the AGPL exists, you must publish the modifications, even for network usage.
Which doesn’t help the FOSS developers extract money out of the cloud users because they can just use the free (for whatever value of ‘free’ Amazon provides) bundled version without any support contacts or whatever.
If your entire business model is based on giving away the software you can see how this might be a problem, no?