These are wonderful companies -- one trick ponies. They come up with one great product and it almost sells itself. That is, until they cannot come up with new supporting products to increase growth. At this point, the companies install an outside CEO, or they get acquired by a large company while everyone smart cashes out and leaves. The smaller and more agile companies like Cloudflare completely take their market share with a product that will eventually be better. They are like little does that get eaten by the wolves.

Another example is pagerduty. A company that has been around for well over a decade with no product innovation. They installed an outside CEO, a sales/marketing person who really doesn't have the technical know-how to come up with new innovations. As of today, Datadog has entered their market with a direct competitor product. The CEO of Datadog, conversely, lived and breathed dev-ops in his entire work career. He is the wolf that will be eating the lunch of the non-technical does.