[0] https://gist.github.com/simi/349d881d16d3d86947945615a47c60c...
(To be clear, I am not stating my own opinion of DHH or Shopify. I'm just saying I suspect this is why a lot of Rubyists are not OK with RubyCentral being under the thumb of Shopify.)
[1]: https://www.shopify.com/news/david-heinemeier-hansson-board
[2]: https://davidcel.is/articles/rails-needs-new-governance
They certainly have the capacity to run their own full on mirror service, but I doubt they have serious incentive to do so given exciting controls and culture re: Ruby and OSS contributions.
I think what is most likely is that Shopify is trying to achieve some security goals in rubygems through Ruby Central. That they put a deadline on funding based on some security guarantees.
Shopify knows they are a high value target. I bet they thought they could muscle for whatever they want using funding money, and didn’t anticipate the mishandling and then blowback.
Red Hat -> IBM -> CentOS is an example of this to me.