I think you need to understand the audience for this post. Dan is trying to demonstrate that there is room for many more large VC style returns by investing i

I think you need to understand the audience for this post. Dan is trying to demonstrate that there is room for many more large VC style returns by investing in companies that's primary value is being an API. His argument is that the market is bigger than people think it is today, and we've just seen the first ripple. This post is to help him establish himself and Accel as someone to go talk to if you are building a API based company, because he's a believer you could be a unicorn. OR if you are a LP, and want big returns on this 'new' wave come talk to Dan at Accel. I do agree it's an Ad. FWIW I like the graphics :) and it's a good argument.