My source is this interview with the VP of Engineering at Canonical on this topic: https://corrode.dev/podcast/s05e05-canonical/
We might see a fracture open slowly. For me, even AGPL is not enough
There is a reason all FOSS OS alternatives for embedded systems like Zephyr, NuttX, FreeRTOS, IDF, Arduino,... are not GPL based, while Google has purged Android and ChromeOS from it, with the Linux kernel being the only GPL piece left.