Isn't Canvas a classic case study of the Andreessen bundling/unbundling theory?
Canvas dominated the higher-ed market with a single, lean, focused, simple product. They unbundled the sprawling, unfocused Blackboard suite. Now Canvas is in the next phase: re-bundling.
1/The flip side of unbundling: Later on, the unbundlers tend to try to rebundle in the image of whatever they unbundled.
2/So Yahoo adds an ISP and Google adds email/IM/sports-scores/stock-quotes.