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The great software rewiring: AI isn’t just eating everything; it is everything
Gen AI is not just another technology layer; it has the potential to eat the entire software industry from the inside-out.
Instead of clicking and tapping through individual programs, users will interact with intelligent agents that dynamically retrieve, process and generate responses in real time, no app required. The economic model shifts from app monetization to AI-driven service layers, where interactions are seamless, personalized and, most importantly, beyond the reach of legacy platform control. AI-as-a-service: Instead of selling standalone apps, developers will build “skills” or “agents” that integrate into an overarching AI ecosystem, monetized through subscriptions or usage-based pricing.
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