Comment by csallen
2 hours ago
This is where I get into much more speculative land, but I think people are underestimating the degree to which AI assistant apps are going to eat much of the traditional software industry. The same way smart phones ate so many individual tools, calculators, stop watches, iPods, etc.
It takes a long time for humanity to adjust to a new technology. First, the technology needs to improve for years. Then it needs to be adopted and reach near ubiquity. And then the slower-moving parts of society need to converge and rearrange around it. For example, the web was quite ready for apps like Airbnb in the mid 90s, but the adoption+culture+infra was not.
In 5, maybe 10, certainly 15 years, I don't think as many people are going to want to learn, browse, and click through a gazillion complex websites and apps and flows when they can easily just tell their assistant to do most of it. Google already correctly realizes this as an existential threat, as do many SaaS companies.
AI assistants are already good enough to create ephemeral applications on the fly in response to certain questions. And we're in the very, very early days of people building businesses and infra meant to be consumed by LLMs.
> In 5, maybe 10, certainly 15 years, I don't think as many people are going to want to learn, browse, and click through a gazillion complex websites and apps and flows when they can easily just tell their assistant to do most of it.
And how do you think their assistant will interact with external systems? If I tell my AI assistant "pay my rent" or "book my flight" do you think it's going to ephemerally vibe code something on the banks' and airlines' servers to make this happen?
You're only thinking of the tip of the iceberg which is the last mile of client-facing software. 90%+ of software development is the rest of the iceberg, unseen beneath the surface.
I agree there will be more of this but again, that does not preclude the existence of more of the big backend systems existing.