License. GNU is copyleft and the new thing is permissive.
We might see a fracture open slowly. For me, even AGPL is not enough
Once they have a more permissive license, cui bono?
Businesses.
There is a reason all FOSS OS alternatives for embedded systems like Zephyr, NuttX, FreeRTOS, IDF, Arduino,... are not GPL based, while Google has purged Android and ChromeOS from it, the the Linux kernel being the only GPL piece left.