I agree. They've publicly and conspicuously begged for donations for years now, and clearly not enough companies have answered the call. Without enough funding they are forcing companies to pay for their usage of the Matrix components by using AGPL and selling licensing exceptions. This is not a great scenario but it is probably the only way the project can survive at this point.

There is a lot of discussion on the controversial switch to CLA here, which most importantly includes several posts from Matthew (username Arathorn) where he justifies their decision. I believe the rationale and I don't think anyone wanted this to happen, but I'm also ready to cut ties with the project if they pull anything shady with their newfound power.