I believe they mean that Crowdstrike learned that they could screw up on this level and keep their customers....

That's true of a lot of "Enterprise" software. Microsoft enjoys success from abusing their enterprise customers what seems like daily at this point.

For bigger firms, the reality is that it would probably cost more to switch EDR vendors than the outage itself cost them, and up to that point, CrowdStrike was the industry standard and enjoyed a really good track records and reputation.

Depending on the business, there are long term contracts and early termination fees, there's the need to run your new solution along side the old during migration, there's probably years of telemetry and incident data that you need to keep on the old platform, so even if you switch, you're still paying for CrowdStrike for the retention period. It was one (major) issue over 10+ years.

Just like with CloudFlare, the switching costs are higher than outage cost, unless there was a major outage of that scale multiple times per year.