Right on. I think it's probably as much of what's going on with open source as ideology (including beliefs about 'fairness') though. (Or maybe I'm just a Marxist who thinks material conditions usually are primary to ideology :) ).
There were ways people made a living while producing libre/open source for the last 30ish years, that also produced quality, useful, sustainable software.
I think those ways have broken down, and no longer do that. I could get into the details of what I think those ways were and why they have broken down (I tried to in an HN comment on one of the posts on ElasticSearch, the comment replies did not express consensus with me :) But it includes that the software we want now is 'more expensive' to produce, as well as increased 'rationality' from employers of developers). But regardless of the details, I think things like the ElasticSearch thing (there are many more examples; the whole variety of "open core" software) suggest it's probably happening.
I think that's probably more fundamental to the splits around open source than ideological predilections or beliefs about "fairness", in that any solutions or succesful evolutions of "how open source-ish is done" will have to take account of them, not just ideological predilections. Will have to provide an ecology/economy where people can make a living while producing quality useful sustainable "open source-ish" one way or another. I see no clear solutions regardless.