Given the vast amounts of constant external investment money they need to keep operations, and how little moat (if any, besides influx of investor money) they have, I'd argue it's not that far fetched. Also, they are all american, so as a non-american, I also don't see it that unlikely to suddenly not being able to access these model-as-a-service services

If the planning-for-a-$2T-IPO company shuts down overnight, unexpectedly, you might want to do some actual doomsday prepping (like, canned food).