Considering their layoffs at the tail end of last year, I'm hard pressed to disagree with you. This sounds like the beginning of a pivot because their existing

Considering their layoffs at the tail end of last year, I'm hard pressed to disagree with you. This sounds like the beginning of a pivot because their existing mission wasn't something anyone cared enough about to pay for (which itself is not indicative of a bad product; it's indicative of a bad market fit. Documentation and technical debt are rarely prioritized).