I think they missed one thing: Nobody wants to get locked in with the runner-up. If they on top of that provided some compatibility layer for Prometheus/PromQL

I think they missed one thing: Nobody wants to get locked in with the runner-up. If they on top of that provided some compatibility layer for Prometheus/PromQL, like few other competitors did, then the prospective enterprise client have warm fuzzies that if they don't like it they don't need to rewrite entirety of their stack to work with something else. People could also use the existing ecosystem and "just plug it in", even replacing Prometheus instances they might have. In the end people want to ingest the metrics and display it in Grafana. They don't need another visualisation solution that has less support and documentation. They don't want to learn new weird query language that is simulatenously more verbose and less readable than PromQL or even influxQL from v1.