AI won’t kill subscriptions but it will drive prices down. Viable competitors will emerge and incumbency will become a less viable long term play.

Non-experts will build progressively more interesting things as model capability goes up - but experts will always be able to produce yet more complex things than that.

So user expectations will keep rising.

The cost of software development will go down for software at and below some level of complexity, but up for anything above that level. The level where that tips will keep changing, just as it always has. To understand this, consider that tipping point across today’s and yesterday’s “hand-typed software”: it has been moving the whole time, thanks to frameworks and libraries and languages improving.

The world of software will remain much as it is today - a mix of free and non-free stuff. But on average and in the large it’ll be of way higher quality, and bring corresponding improvements in your quality of life.