My first knee-jerk reaction was "this guy must not run a SaaS then." But I see that you do, so I'll pull back the reins a bit. I don't see this at all. Businesses are still buying the same way they've always bought, and businesses still don't want to build (and maintain) their own internal tooling as much as the talking heads say they do. At least in my neck of the woods.

Very much not asleep, and very much not dead.