Comment by mceoin
Agree. A general thesis I have is that the API-ification of the web fragmented business information, and with every new SaaS tool we fragment our company's data further. The trend at all company sizes is to be increasingly analytical, but for SMBs it's too hard to get access to your data (mainly due to technical limitations). So it makes sense to centralize data somewhere, and we think that somewhere is inside the data tool that everyone actually uses: the spreadsheet.
Many other advantages of this data centralization too. Data + spreadsheets + compute is a nice application base for agents.
> So it makes sense to centralize data somewhere
Modelling and integrating datasets that you don't own is extremely hard.
Shopify for example updates their API every 3 months.
How much time and money do you think an SMB can afford to spend on this before the ROI becomes so poor that they abandon it entirely.