I have heard(both directly from customer and from friends at other orgs) of 3 Global 500 companies in the past 6 months walking away from OpenShift due to licensing costs. I am sure this will play out more frequently over the next 12-18 months.
Take some time to review RH's annual statement from 2017. Think about where they were in 2013/14, where we are at today and what things might look like in 2023. I am interested to see how they navigate the market. There is a fleet of Titantic like vessels plowing through the enterprise ocean right now...it will be interesting to observe what plays out over the next 3-5 years.
Call redhat and ask how much it would cost to do a "lift and move" strategy (i.e. just pack your legacy software in a vm and run it of the 'cloud')
They will do some crazy calculation and say, "well, aws will place the VM into a zillion machines, so that times our license per machine, plus our license per users per machine, you own us infinite dollars" ...it is that silly. If you don't trust me on this call them.
when even fortune50 have to drop your product they used for decades because of costs, that's a very clear indication of the end.