yeah, do agree with part of it. Without HashiCorp Terraform, we probably wouldn’t have OpenTofu at least not in the form it exists today. In that sense, VC money did indeed help bootstrap something that eventually became broader open infrastructure.
You could argue the same happened with Elasticsearch leading to OpenSearch, or Redis eventually leading to Valkey.
So yes, venture funding can indeed accelerate the creation of useful open ecosystems.
The tension I am pointing to is more about the transition phase. When a project grows under the assumption of being open community infrastructure and then the business incentives shift later, it tends to create friction: license changes, forks, community distrust, etc.
Forks are actually a feature of open source: they are like the ecosystem’s pressure valve. (But they also show that the incentives between companies and communities drifted apart at some point.)
So I would frame it less as “VC-funded open source is bad” and more as: "VC-backed projects often bootstrap great ecosystems, but the sustainability model tends to get figured out later, and that’s where things get messy."
In some cases we end up with something great like OpenTofu. In others we end up with fragmentation and uncertainty. Both can happen.

haha I dont know how to take this