Because that car repair company with 3 local stores previously couldn't justify building custom software to make their business more efficient and aligned with what they need. The cost was too high. Now they might be able to.

Plenty of businesses need very custom software but couldn't realistically build it before.

For the same reason there were more bank branches after the cost-per-branch was reduced.

Right now, software is really expensive; so 1) economics tends to favor large pieces of software which solve many different kinds of problems, and 2) loads of things that should be automatable simply aren't being automated with software.

With the cost of software dropping, it makes more sense to have software targeted towards specific niches. Companies will do more in-house development, more things will be automated than were being automated before.

Of course nobody knows what will happen; but it's entirely possible that the demand for people capable of driving Claude Code to produce useful software will explode.

What makes you think they'll be doing the same thing?

There’s always more problems to be solved. Some of them just weren’t financially feasible before.

This is one of the key "inefficiencies" of the private sector - there might be one winner at the end of the day providing the product that fills the market niche, but there was always multiple competitors giving it a go in the mean time.

A recent example, Mitchell Hashimoto was pointing out that he wasn't "first to market" with his product(s), he was (at least) SEVENTH