I've built these systems. One major problem is that both scenarios are called event sourcing by different folks. The Confluent (Kafka) people will tell you that ES is a streaming approach while the EventStore folks will tell you that it's about replays, aggregates and immutability. Different blogs refer to wildly different use cases with the same name and almost no one states their assumptions up front.

Don't get me started on explaining snapshots, why you don't need snapshots until replays take 1000ms, why replays won't take 1000ms until the topics are thousands of events deep, why the team won't believe that this isn't a problem, and why you will definitely need snapshots if you keep scaling.