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Re:What Comes After SaaS? by rmason on Wednesday May 31, 2017 @03:43PM (#14455313)
I watched it happen in the auto industry. You had all these small vendors selling headlights, grills and bumpers. Then someone came along who had bought out some of the little guys and offered the Big 3 a packaged front end of the car. They handled all the engineering post design and had a complete front end of the car that just clipped on.

They were non-union and in a rural area where wages were lower. The price was lower than buying everything individually and the Big 3 saved lots of money on their very high labor costs.

What's to stop people from doing a roll up, buying a bunch of litle SaaS companies and offering a package that is a complete solution? It would be discounted of course like MS Office back in the day which killed off the category leaders like Lotus 123, dBase and WordPerfect.

That is a far more plausible scenario than what this guy proposes.

Re:What Comes After SaaS? by frandroid on Wednesday May 31, 2017 @04:08PM (#14455503)
...and eventually Magna assembles entire cars for Mercedes, and tried to launch their own car.

Also this, obviously: https://www.forbes.com/sites/stevedenning/2011/11/18/clayton...

Re:What Comes After SaaS? by krakensden on Thursday June 01, 2017 @12:55AM (#14458092)
That's the story of Asus too, I think- they started as a supplier to Dell.
Re:What Comes After SaaS? by frandroid on Monday June 05, 2017 @03:43PM (#14490851)
That's what I linked to.
Re:What Comes After SaaS? by mynegation on Wednesday May 31, 2017 @05:19PM (#14456018)
It may happen, but to to answer your question "what to stop...": probably not to "stop", but make it difficult is the fact that lights, grills, and bumpers are much easier to integrate than software products.
Re:What Comes After SaaS? by jaxn on Wednesday May 31, 2017 @08:57PM (#14457136)
It is much harder to integrate bumpers and lights than software products. There is a whole sales cycle in the auto industry based around new model years. The bumper factory and the grill factory have to bid for the new model. Then the automation supplier helps them re-tool their manufacturing line. The logistics companies set up routes between the new bid winners, etc.