Comment by OptionOfT

Another thought I had:

Companies are starting to realize they have a very captive consumer base. The consumers can't just move. They're collecting money.

It'll take a LONG time for a new competitor to pop up, for them to build out and start to steal customers.

Equally the cost for customers themselves to move is very high.

So in the meantime these large companies realize that by slowing down development they're not actually losing anything.