The problem with these companies is convincing companies they don’t need in house HR or recruiters. And instead pay another company to do it. There’s been recruiting agencies for forever now but it’s really only small companies that usually use them. Bigger companies prefer to have the fine level of control to keep things internal and control them exactly how they like all without having to pay a premium.
Gusto, justworks, adp, workday .. there are several hr disruption companies now. Recruiting too like people have already mentioned. The thing is that there is a cap. You can cater to startups or get the big companies to automate a decent proportion of work but as a company grows, they need human recruiters and hr. So you can go full auto-pilot. You can become like salesforce (which in a way LinkedIn and Adp have become) and compliment the teams but can’t replace them. So can’t truly disrupt, just like you can really disrupt engineering by making a software that auto generates codes to replace engineers.