You're right that we need to provide some better comparisons here, but the big reason that I'm excited about making individual components easier to adopt isn't for competition, it's to help people round out what they're missing in a dev tools stack.
There's a lot of shops that are happy with their git hosting provider and their agile planning tool and go looking for a CI/CD tool and may have been turned off by VSTS because it looked like a monolith. Making it clear that you can just use Azure Pipelines without having to use the entire stack was a priority for us, but you're absolutely right that we need to round this out with some better case studies. Thanks for the feedback.