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I also took a similar stab at next-gen of SaaS few months back:

http://www.laktek.com/2017/01/11/end-of-the-first-wave-of-sa...

http://www.laktek.com/2017/01/12/next-wave-of-saas/

Lots of parallels between your take and that of this author.

I'm more skeptical than you guys about the Saas/cloud "plumbing" space. There's lots of open-source software out there and I think that value extraction – largely from PMs and devs – will be tough.

BTW, good call on Slack becoming a unicorn. ;)

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