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Re:Zapier: A $5B Unbundling Opportunity by georgesequeira on Tuesday April 12, 2022 @11:59AM (#31004407)
I think it's two things

Is the workflow automation tool big enough that subgroups of users are still a big number of users to service

Of those subgroups, does one (or more) stand to have a better product experience if someone focused on their core use-cases / workflows. (e.g. Reclaim takes a bunch of calendar automation around scheduling and makes a product that reduces the work needed to optimize your calendar).

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