In practice, unmanaged self-hosting is often less secure, because you end up with outdated versions, unpatched vulnerabilities, and no one responsible for keeping things healthy.
More and more enterprise CISOs are starting to understand this.
The model here is closer to what companies like Databricks already do inside highly regulated environments. It's not new... it's just becoming more structured and accessible to smaller vendors.
I don't agree, I see supply chains attacks as a bigger risk than outdated systems exposed only in the lan.