My opinion is very similar: both parties are in the right, but one is calling up a mob to pile up on this guy and call him mentally ill.
Automattic has the right to cut off use of its trademarks and infrastructure for any reason, and the hedge fund has the right to whine about it because they got used to the generosity.
Matt tried to call up a mob against WP Engine. For example with his talk but also the things he wrote in the admin panel of all WordPress users. It backfired and the mob turned on him.
As far as I know WP Engine has not tried to call up a mob. The mob was entierly Matt's own creation. So you agree that he is the one in the wrong?
