My personal opinion is that it will be extremely difficult in the future to monetize plain software. Either you need a very strong edge and unique angle for your distribution or you have to build a product that cannot be reproduced by agents that can build software.

This will be 2 types of products.

1. A product which requires tech that is not inside the training data distribution of the models underlying coding agents. This is usually then very cutting edge.

2. A product that uses data/insights to generate value for a customer to which a coding agent has no access.

These are the only abstract moats I can think of, the rest will be a race to the bottom