He's taliking like RHEL is the product to be monetized. I always thought the model was: the software is free - pay us for professional, enterprise-level support.
The problem is: The larger the usage of RHEL inside a company the more likely they do not need the support anymore, because they can have your own department do it instead. So those companies don't pay for bug fixes or general Linux development, which is a problem. If you want a healthy Linux ecosystem large companies need to pay the maintainers! I don't care if they do it through Redhat or directly.