I understand “we do not find value in RHEL rebuild.” At least, I understand that it means “we do not find the value [to Red Hat] outweighs the cost [to Red Hat].” I don’t understand how “simply rebuilding code… represents a real threat to open source companies.” It makes it sound like the rebuilders are doing something wrong.

Sure, you can say that it hurts your profits if others are providing an equivalent to your service for free, but if that isn’t acceptable, why allow it? Moreso, why allow it for years and then suddenly claim the communities built around that decision are a “threat”?

Maybe I’m misreading, but I think I would respect this position a lot more if it was simply “we can no longer afford the competitive disadvantage,” rather than implying various open source communities are actually exploiting and damaging open source.