The real value of a company like Red Hat, or GitHub, or Atlassian isn't in the software, it's in the people. Talented groups of people focusing on understanding customers problems and collaborating effectively to solve them.
However, for a company to survive, it's not enough for the company to understand that, their customers have to understand it, too. We're all better off if we can invest in a few specialist organisations that guide the development of common tools that can then be used to the benefit of everyone.
Without careful attention to the business model, there's a high risk that the "Tragedy of the Commons" will kick in, and not enough organisations will contribute to ensure the centre remains strong.