Ahh yeah fwiw it wasn't _intended_ to be a dig at the open source status of Kibana - but rather we're open source and building on top of Clickhouse.
On the commercial OSS side of things - I suspect the trend there is more nuanced than all OSS companies being suspect to the same problem, but rather companies that generally solve a "behind the API" problem are more susceptible to problems of cloud vendors taking their code and competing with them commercially (ex. if you're a DB like Redis, Mongo, Elastic - or a CLI like Terraform). We're building an end-user experience (more like Gitlab) - where experience differentiation matters a lot more than simple infrastructure hosting, something AWS is not particularly well suited at competing on!
It's been 3 years of Gitlab post-IPO and they're still MIT, and that's the boat we're on as well :)