As a general rule, expecting prophesies to be realized or invalidated within a year is pretty silly.

That said, your point can be distilled down to: comparative advantage. It still exists and so SaaS will likely still exist. But per the article, it'll probably look pretty different (and a lot less profitable) over time.

I think the reason it'll look different is that it's very hard to make powerful software that's also walk-up usable. The idea that you can provide just the core concepts of a piece of software and allow AI to interact with those concepts more directly, or allow your users to use AI to build their ideal (and ever-changing) interfaces to your concepts seems pretty convincing to me.