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(Disclaimer - I used to work for GitLab and now work for Meltano which is open core).

Your footnote is misstating the relationship GitLab the company has with GitLab the open source product. https://about.gitlab.com/company/stewardship/ is a good resource to see the promises and tradeoffs GitLab has made in building an open core business.

I think your analysis too would benefit from including some of GitLab's philosophy around their buyer-based Open Core model. The TL;DR is that features that are primarily beneficial for ICs are open sourced while managers and above typically go in the source available code (though they're very willing to move that).

For me, with open source there's also an argument around expanding the pool of people around the world (not just US-based) who have access to higher quality tooling. We've heard from people in many different countries that aren't able to pay US prices that they're deeply appreciative of open source tools. It enables them to join a larger community and deploy best practices, but on a budget.

Side note - you might find https://opencoreventures.com/ interesting. There are lots of docs in there too about the Open Core business model.

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