I agree somewhat with nabla9 -- this sounds similar to the old idea that "the only two ways to make money is bundling and unbundling". I like that this author

I agree somewhat with nabla9 -- this sounds similar to the old idea that "the only two ways to make money is bundling and unbundling". I like that this author focuses on the bundling part! Usually people give many words to unbundling and then assume that bundling is just what big incumbents do to grow and eventually petrify -- not so! There's plenty of strategic opportunity for bundling to create something new as well.