I believe that the author's core point is that the SaaS business app space ("SaaS v2") is huge, but it has become a red ocean. He then proposed a viable "SaaS v

I believe that the author's core point is that the SaaS business app space ("SaaS v2") is huge, but it has become a red ocean. He then proposed a viable "SaaS v3" space populated with the likes of Segment. I don't agree with his v3 vision as I think that AI is a better lever than trying to build an integration platform. The latter is hard, usually involves open source, and has slow adoption.