This is interesting. My thought is that the SaaS plan is to be in a hosted space as a way to offer something akin to Squarespace/Wix, which at least right now, is not something Gutenberg can do.

There is a longer-term question about whether this is sustainable in the future (if/when Gutenberg does have all the features Elementor has now), but a managed WordPress service that focuses on Elementor and the various plugins/extensions to that ecosystem, especially if designed in such a way that obfuscates the need for the end user to even know they are dealing with WordPress, is compelling.