Is that really a smart idea with respect to the IPO? Why not leave the risk and reward of building slop on top of AI to the industry?

For one, maintaining a lot of apps and connectors costs time and focus for a marginal return. Also it burns relationships with everyone building on top of your API if they can be disrupted anytime.

If their valuation is justified, they WILL disrupt every SaaS worth disrupting where most of the value is in the first S. There isn't enough money in selling a commodity.