If Lago builds a billing UI and API that can connect to Stripe Billing, Paddle, Authorize.net, PayPal, etc. then that is a huge opportunity.
The other reason is that Stripe Billing is stupidly good. So good in fact, that they could raise they rates from 0.5% to 1-1.5% and most people would pay up since migration would cause downtime and man-hours. I use Stripe Billing now, but could integrate with Lago once and easily switch between payment processors.