I would look at this differently…
I have been using Elastic Search the open source solution without Elastic Search the company for many years. Much like Oracle made using the Java Development Kit (JDK) dangerous by adding custom extensions, and then going after corporations for licensing in order to monetize the open source, Elastic has the same strategy. The strategy for Java was to make OpenJDK. The same happened with Mysql and a safe MariaDB.
Amazon and AWS’s customers want a way to continue using AWS, without having to pay a fee. That’s the way to do it.
There will be plenty who may choose to use the Elastic Search Company offering…but plenty who are happy to plug it together themselves.