The only real concern I have is, again, no moat.
Just because two products address the same general need, is no reason to think that the products are equivalent. Crowdstrike has a moat relative to Symantec because they have a different approach to solving the problem, one with material advantages.
As has been mentioned before, this idea of just throwing some programmers at it doesn’t work. One has to know what to make. When I was still selling my ERP product, I could win sales to publishers against the top package for publishing because, frankly, my royalty contracts pack absolutely blew their software away … no comparison. And, they were bigger and older than my firm. Likewise winning against the likes of Oracle Financials and Peoplesoft because it would take a couple million dollars of enhancements before their software could do what mine already did.