It's a good idea if it actually works. Are enough commercial users paying up so that these projects get some serious funding?
If companies avoid using software governed by such licenses then the overall impact is negative in my opinion, because it will lead to competing and diverging clean room clones that just split the community and the ecosystem.
I agree it would be bad if it leads to a lot of replication and that is even easier in this age of LLMs. But has it been shown that this will happen?