[TAForObvReasons]

It’s not sudden and it’s not limited to python libraries.

The popular open source projects make great targets for low-multiple acqui-hires, derisking the investment. They also have huge established branding and generally obvious opportunities for displacing existing players. In a non-zero interest rate environment, those factors make established open source projects a more appealing bet.

Since they mentioned the company, undercutting and eating the market share of DataBricks is enough to appeal to some investors.