Theo had a pretty perceptive take on this on his stream yesterday. Worth a look. https://www.youtube.com/watch?v=bJc9UYva46I&t=5384s
Meanwhile, with so many people talking about the acquisition as if Netlify purely acquired the Gatsby.js framework, I find it helpful to frame it like this:
Gatsby Inc is to Gatsby.js as Vercel is to Next.js
Netlify acquired Gatsby Inc