Back in 2008 (?), I was in aerospace. The big thing at that time was to become a "systems integrator" instead of a manufacturer. Obviously, while sound on the surface, the OEMs still are manufacturers today. With a higher degree of integration of third party systems, e.g. radar an so on.

Today, the same logic can be applied to all the Xaas business models out there. SaaS, PaaS, algorythms, it seems that there could be two extremes. On the one end you have companies developing the services, on the other you have businesses excelling at combining these services.