There is an implied threat, sure. That there will be a fork and that what we have as software will be useless. I would also say that this would appear to me to be a breach of the terms of sale of said software.
If this software is no longer part of the tangle we were supposed to be a part of, then I'm not quite sure what it is that we have bought. This would feel a little like being sold a car and then told "AHA! Only problem is that you can't drive it on any roads, but still, you got what you paid for". Problem is, the software sale is attached to the idea of the tangle itself - if you fork the tangle and just go on your merry way, I'm not sure how that will look (well, yes i do).
ps. if this "threat" is not what is implied by "company driven consortium" then I apologize before hand.
just a friendly reminder that you were buying an open source software, issued under the standard open source T&C, should have read the T&C...iirc forking was clearly stated as one of the potential risks.