We both see the value of all-in-one solutions for new companies. I think that for existing companies there is a comparable amount of value. All-in-one solutions make it easier to switch to a new team and be effective immediately. And it allows for company wide processes and tools.

The 20% missing features can be added via API's (we're trying to add API's for everything people need https://docs.gitlab.com/ce/api/ ). Or even better, by having people contribute code to the project itself.