Yep, this is my take as well. It's not that open source is being stolen as such, as if you abide by an open source license you aren't stealing anything, it's that the licenses are being completely ignored for the profit of a few massive corporations.
Yeah, that's what I meant by "stolen", I should have been clearer. But indeed, this is the crux of the problem, I have no faith that licenses are being abided by.
What profit? All labs are taking massive losses and there's no clear path to profit for most of them yet.
The wealthiest people in tech aren't spending 10s of billions on this without the expectation of future profits. There's risk, but they absolutely expect the bets to be +EV overall.
Expected profit.