Q: I don’t quite understand what Auth0 has that Okta needs.
A: Customers
The SaasS space is playing out in a rather predictable way. There are too many players overall and as each one scales, they start to cross over into each other’s adjacent areas. Consolidation is normal at this phase. I expect a lot more this year and next year.
E.G.
List defunct computer hardware companies:
https://en.wikipedia.org/wiki/Category:Defunct_computer_hard…