I'm also questioning their decision to put all their chips on message brokers. Don't those services require fast and reliable access that is only possible if they are provided as support services running within the same network? They seem to be the kind of service that only makes sense as a value-added service provided as part of a more general cloud hosting offering.
I suspect it's not time but money—they host the service on various cloud providers in various data centers so that latency is low. In order to pull that off economically they have to be doing some tricks that are only possible at scale, and if they're seeing a lot of natural attrition those techniques will stop working, and they'll probably end up footing an AWS/GCP/Azure bill that won't leave any margin left for the other expenses.