Earlier quoted context omitted.
I really fail to see what Brian Stucki did wrong? He’s subject to the whims of Apple licensing way more than AWS is.
The license changes basically allow nobody other than MacStadium to exist–throughout the blog post he gloats about how their business model is a hand in the new EULA's glove. And, of course, MacStadium been in contact with Apple to work this out, as he mention at the end. What has clearly happened is Apple asked them what the EULA should look like, or suggested a EULA based on what MacStadium is doing, and they went…
I'm pretty sure that MacStadium didn't limit their rental to one customer per hardware box out of spite for their customers, but because that's what Apple expected of them. So their were being held to a higher standard than some of their competitors, who had much higher profit margins by putting multiple customers on one machine.
So I think he is justifiably happy that Apple created a fair competition by clearly spelling out the legal rules for everyone.
The fact that Apple's official rules are close to what they were doing adds additional credibility to this interpretatio, because it suggest that they were following Apple's guidance before it became legally easy to enforce
I wouldn't put any blame for how these rules look like on MacStadium, because if Epic cannot negotiate with Apple on eye level, I'm confident that MacStadium never will. It's probably more like they received their future laws as dictated by their fruit-shaped God.