What’s wrong here ? You push the router , you keep same subscription price , customers are as happy or even more happy because router will make process faster, the costs will go down . The market size will increase several times .
If you have properties of the market where your costs will go down , the size of the market will increase and you are top contender. How is that a bubble or a bad market ?
Sure you have risks of underperforming and lose the competition, but how is that different from any business in the world ?
The key is your comment about rotating between 4-5 different vendors to control costs.
That will naturally rotate you _away_ from vendors who expand margin, and _toward_ those who use the same capability to undercut the margin expanders.