If a lot of the value in a company is the software and over time a handful of AI companies start writing all the software, who really ends up owning all the value of the company?
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Those who provide AI to create the software will eventually take the customers directly. At that point, many existing companies of all kinds will just sort of be an unncessary intermediary.
It's not too different from how Amazon Basics monitored third party products sold on their site and eventually created a lower cost, often better product, to compete with them. Ultimately stealing their customers.