I think there's some truth to that, but it also bears acknowledging that the market demand existed already. The number of people who can get a lot of benefit from IT productivity tools is much higher than the number of people who are willing to do the work of maintaining and customizing their own stuff. From an organizational perspective, it often ends up making more sense to directly contract with a known and trusted third party instead of developing the native capabilities, and at that point the tools and skills themselves start to specialize in ways to provide IT as a service at scale. Economies of scale lend themselves to efficiency but at the cost of resiliency and concentrating power, and tech companies chasing the line ever upwards have been abusing the absolute hell out of that, but while they have been altering the deal (pray they do not alter it any further) their bullshit is not the only reason why the deal exists in the first place.