Honestly, for now they seem to be buying companies built around Open Source projects which otherwise didn't really have a good story to pay for their development long-term anyway. And it seems like the primary reason is just expertise and tooling for building their CLI tools.

As long as they keep the original projects maintained and those aren't just acqui-hires, I think this is almost as good as we can hope for.

(thinking mainly about Bun here as the other one)