That's a bad take and you know it. HashiCorp couldn't make money because their enterprise offering was slim on features and overpriced. Rather than compete, they're playing protect-the-castle with some aggressive plays to keep their company afloat. They're bad stewards of open source (always have been) and are now getting their just desserts.
The licence change impacts only companies like Digger or Spacelift that build their platform abusing TF oss offering.