> partially-OSS SaaS is in for a rocky road

Agent-in-a-loop gets you remarkably far today already. It's not straightforward to "rip" capability even when you have the code, but we're getting closer by the week to being able to go "Project X has capability Y. Use [$approach] and port this into our project". This HAS to put a fat question mark over the viability of any SaaS that makes their code visible.