I'm trying to understand what you see as a really independent service with nothing shared.

For instance if company A used one of the GCP logging stack, and company B does the same. GCP updates it's profuct in a way that strongly encourages upgrading within a specific time frame (e.g. price will drastically increase otherwise), so A and B do it mostly at the same time for the same reason.

Are A and B truly independent under your vision ? or are they a company-spanning monolith ?