I think you can extend this a whole host of other domains. A lot of the bread and butter of 2000s era IT departments are being replaced with a highly competitive SaaS market. Building brochure sites, email, CRM, CMS, e-commerce, directory services, accounting and ERP. Twenty years ago you'd do a months-long procurement process for enterprise licenses, set SLAs, size the hardware, buy servers, hire integrators and you'd get your software up an running in 8 months if you're lucky. Now you type your credit card into a website and get unlimited capacity and 99.9% uptime instantly.