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.