I would say both the company and the project. They seem to go hand-in-hand. Their business model is to allow free access to a limited version of their product

I would say both the company and the project. They seem to go hand-in-hand. Their business model is to allow free access to a limited version of their product -- which admittedly is good enough for many to use in production. And if these companies stop getting revenue for the premium product, then I worry it's goodbye to substantial progress on open source version.