[cocoland2]

This is sometimes hot and cold sometimes depending on C.I/T/D.O decisions. I used to work for enterprises that said software is eating the world and revenue , insourcing and IP differentiation. Come next CXO cycle , we are a manufacturing company / Fintech / Insurer and IT is left to the specialists (and sell off entire arms or rebadge).

Aside , no two warehouses may be alike (fragmentation) + the fact that specialized products that keep adding new features find it hard in the data lineage space / governance space. I doubt if this steam will keep up unless there is a significant revenue (and that will be a challenge for anyone who would make a decision on a SaaS product)