I think the primary target is VTTs serving D&D 5e gameplay systems as an alternative to their planned 6e microtransaction machine in their upcoming OneD&D/D&D B

I think the primary target is VTTs serving D&D 5e gameplay systems as an alternative to their planned 6e microtransaction machine in their upcoming OneD&D/D&D Beyond VTT. They want to sell classes and feats and spells etc. to players as microtransactions and justify it with 3d models and animations, but at that price many players would opt to forgot the 3d content for a system where they didn't have to pay... unless Wizards manage to prevent that system existing. As a secondary target, getting a cut of Paizo's revenue is something I imagine Wizards like the idea of, but was not the primary goal. Critical Role will probably just get a plain royalty free license for use in their main show as a side deal for the amount it promotes the game.