In this hypothetical world where AI reliably generates software, large and small software providers alike are out of luck. Companies will go straight to LLMs or

In this hypothetical world where AI reliably generates software, large and small software providers alike are out of luck. Companies will go straight to LLMs or open-source models, fine-tune them for their needs, and run them on in-house hardware as costs fall, spreading expenses across departments. Even LLM providers won’t be safe. Brand, lock-in, and incumbent status won’t save anyone. The advantage goes to whoever can integrate, customize, and scale internally. Hypothetically is the keyword.