> Elastic is a 14 billion dollar company I believe this is the real driver of this decision. $ESTC's PE is -100 and PC is -2500, they need to drive a lot of bu

> Elastic is a 14 billion dollar company I believe this is the real driver of this decision. $ESTC's PE is -100 and PC is -2500, they need to drive a lot of business to their hosted cloud or sell many more licenses to support their valuation [^1], and they're not getting the subscriptions they need from the platform add-ons like Machine Learning, APM, and SIEM (43% YoY revenue growth is great, but I don't believe it's sustainable, and this licensing decision suggests neither does Elastic). Base Elasticsearch and Kibana are sufficient for a large portion of use cases, including mine. Many other of the "ecosystem" tools they sell have other, established commercial or open-source options (e.g. Splunk vs SIEM, Jaeger/OpenTracing vs APM), and these options won't tie you into the Elastic environment. > I think that this attempt to take a popular open-source project proprietary is going to blow up in their faces. Users will flock to OpenDistro and this will be the beginning of the end of Elastic unless they reverse this decision. 100% agree. We're going to see an open-source fork, whether from Open Distro (which may have too much baggage) or a new, rebranded project, and many users who don't need Elastic's value-adds will flock there. ^1: Admittedly everything tech is severely overpriced right now.