I think you are right to think of it in terms of who is doing development. The plus of a non open-source license is well-funded development. The downside is few

I think you are right to think of it in terms of who is doing development. The plus of a non open-source license is well-funded development. The downside is fewer outside contributions. In this specific instance, I think Cockroach was BSL? So, it can be forked into a community project where new contributions are open-source. Another corporation just wouldn't be able to profiteer off the fork directly until the changeover date.