> Could this lead to more software products, more competition, and more software engineers employed at more companies?

No, it will just lead to the end of the Basic CRUD+forms software engineer, as nobody will pay anyone just for doing that.

The world is relatively satisfied with "software products". Software - mostly LLM authored - will be just an enabler for other solutions in the real world.

I think the argument is that tools like Claude Code will cause more companies to just build solutions in-house rather than purchase from a vendor.

I kind of imagine more people going off and building their own companies.

maybe eventually, not in the near-term future.

It’s demonetizing process rent-seeking. AI can build whatever process you want, or some approximation of it.

I think companies will need to step up their game and build more competitive products with more features, less buggy and faster than what people can build