I think the argument may be that it doesn't justify this - that the main benefit of the SaaS platform has been to provide 1500+ people with something to do - and that perhaps the SaaS platform doesn't really add enough value to justify its existence or the company's valuation.
I don't really have a point of view on this since I've only used the browser extension (though I don't have it installed at present, thankfully) so the SaaS part of the business might be amazingly useful or it might not: I'm just laying out what I infer the argument in this sub-thread to be.
And assuming you mean Google, the question is based on a false premise. They were an advertising company years before gmail was introduced, and an ad-tech company being able to trawl your mail to find ways to advertise at you is a very different proposition to a search company releasing the same product.
much like POSTMAN can trawl through all my API calls to see what other business they make from all this data they are mining now, yes?
All adds up pretty well
So many talkers making speeches and powerpoints and nothing else.