It's a classic "dev tooling" play that struggles in downturns.

- Company wants to save money, tells team they're cancelling service that costs them $20k/month to observe their production env.

- Dev team starts building small parts they need anyways, chews up significant engineering resources.

- Company now pays more for highly custom solution no one can compete with.

If the company ends up being successful, they'll probably point to all their custom stuff as why. If they end up failing they'll talk about all the boondoggles they went on. This replays so much.