Earlier quoted context omitted.
I think NATS is definitely popular. What is your standard for "taken off", though? One thing I've learned in my career is that the field is broken into many smaller "bubbles". There is lots of software that flies under the radar if you're not inside the right bubble. Blogs and books aren't necessarily an accurate measurement of how healthy an open source project is. Sure, there may be less noise around NATS than, say…
On the other hand, if they're pouring money into a project that doesn't make them enough money to make it worthwhile, that does seem unsustainable. Maybe NATS should get less popular but become an option in EKS/AKS/GKE that Synadia runs.
As an example, Elastic was a $10B company in 2021 — the year they went dual license — with revenue of around $500-600m. They showed that you can build a huge business on something that's given away for free. I don't know anything about Synadia's financials. It's possible they're successful, but simply want more. It's possible they've not been able to build a sustainable business on NATS. Their commercial offering is basically support plus a closed-source control plane, which isn't exactly a big carrot when the alternative is $0.
I also wonder if there's any VC pressure happening here that could explain the sudden shift. Synadia raised $25m in 2024, and it may be that, one year later, the investors just aren't seeing the progress they were expecting.