IMO, this is the elephant in the room.

If you’re looking at what people used CentOS or Rocky or Alma for - dev systems, CI systems, … These aren’t lost sales. If you forced them to off of their solution, they aren’t going to pay the price tag and management/installation pain of RHEL. If they have people knowing how to run Linux, they’ll use something else. And sure, they are drawing some resources from RH (bandwidth for packages at the very least), but they are giving the RH system a larger footprint in deployed systems. And people running it had a positive opinion about the system.

But Oracle Linux is a different beast. Here a company is poaching large customers willing to pay for support by repackaging your product for less effort. It sucks, but it’s entirely consistent for Oracle to be part of ruining a good thing.