AI，正在吞噬所有软件

Core Viewpoint - The article discusses the transformation of software in the age of AI, emphasizing that software is being consumed by AI, marking a significant shift in how software is created and utilized [9][14]. Group 1: Software Creation - In 2026, tools like Claude Code and Codex have made it possible for anyone to create software without needing programming skills, leading to a democratization of software development [21][22]. - The concept of "vibe coding" allows users to describe their needs in natural language, and AI generates the corresponding code, drastically reducing the time and cost of software development [23][29]. - The cost of software production has plummeted from hundreds of thousands to nearly zero, as AI tools can now generate complete applications that can be deployed directly [29][30]. Group 2: Software as a Commodity - Software is transitioning from being an asset, which requires significant investment and maintenance, to a consumable resource that can be easily replaced [33][42]. - The SaaS model, which thrived on the complexity and high costs of software, is facing challenges as many SaaS stocks have dropped significantly, indicating a shift in market dynamics [35][38]. - The traditional metrics for evaluating SaaS companies, such as Net Revenue Retention (NRR), are declining, reflecting a change in how software is perceived and utilized [46][48]. Group 3: Human-Machine Interaction - The rise of AI agents, exemplified by OpenClaw, is bridging the gap in human-machine interaction, allowing users to communicate their needs directly without navigating complex interfaces [49][53]. - Software, traditionally seen as a necessary intermediary, is being replaced by agents that can interpret user intentions and execute tasks autonomously [75][86]. - The future of product design may focus on creating skills for agents rather than traditional user interfaces, as agents will handle interactions and decision-making processes [92][117]. Group 4: Changing User Dynamics - In the agent era, the concept of users is evolving; agents themselves are becoming the primary users of skills, rather than humans directly interacting with software [91][99]. - As agents take over tasks traditionally performed by humans, the focus of product optimization will shift from user experience to agent interaction and efficiency [106][110]. Group 5: Disappearance of Intermediate Layers - The article posits that AI and agents are eliminating intermediate layers in both software and organizational structures, streamlining processes and reducing the need for traditional management roles [120][148]. - The historical trend of technological advancements has consistently led to the removal of intermediaries, and the current shift is no different, as AI consumes the software layer itself [121][128]. - Companies will need to adapt to this new reality, where the focus will be on the capabilities of skills and their integration into workflows rather than on traditional software interfaces [135][140].