I'd love to know the source too.

But this matches what I am seeing right now as well as predicting for the future.

SaaS is a powerful distribution model but IaaS has gotten so good that it's in many ways easier to run many small things than one big thing. And when you run many small things huge benefits arise:

* security and isolation. Single tenant by default.

* control. Upgrade when it's convenient for your company, not your provider.

* Cost efficiency. Freemium SaaS requires burning VC cash. Open source + self serve demo doesn't

* customization. Set your own feature flags or add your own patches to fit the software to your business

Everything is cyclical. I think "install this software on your [cloud] computer" is going to be a big trend again.