Companies follow a predictable lifecycle. E.g. several decades ago Netapp killed Auspex (and then acquired the IP!).[1] It's quite possible that one of these new companies will kill Netapp.

Edit: BTW Auspex had very nice hardware. But it was over-engineered and more expensive than Netapp. And snapshots on Netapp were better than anything Auspex had. So, more expensive hardware, inferior software. Not a good combination.

[1] https://en.wikipedia.org/wiki/Auspex_Systems