> A lot of tech companies will find the institutional knowledge they thought would shore up their moat is worth a lot less than they thought.

I totally agree. I think going forward the primary value of SAS will be the embedded domain expertise in a pre-built product. The comparison of Asana versus Notion comes to mind for project management. Asana forces abstractions of good project management upon you, whereas Notion lets you build it yourself. I think this principle will scale to all software in the future, where the only real value of software or it becomes exported maintenance obligations and a predetermines domain abstraction.

But as you mentioned, I think companies will rapidly find that their own specific abstraction is worth a lot less than they believed.