I have been thinking about this sort of progression too. One thing I wonder about is network effects. Are they even important? Now, for sure. Will they be so in a year? I don't know. I'm thinking about tooling centralizing on common primitives. Like, for my own situation, does it matter that everyone is using the same libraries?
If AI becomes the interface, then we will a layer of abstraction above programming languages themselves. Which is kind of wild.
(I don't pretend this is a novel idea. I'm just not that plugged into AI discourse.)