But on the other hand, I don't know that we're popular enough for someone to come along and build free modules on top of our product. So maybe this isn't a problem we'd need to worry about.
Until it is... ??
K8S and general cloud migration grows the overall cloud market, and Google-Cloud benefits from it a lot.
For all companies these projects help with building communities and recruiting, which is a top priority for such companies.
But the most important point is that an alternative to open-core is needed, and open-foundation has all the mechanics to fill in the gap.