Great software redirect: AI not just eats everything; That’s all

The software ever eaten the world. Now AI is here to learn what is left. The old model of the calculations where the applications managed, the markets controlled access and the platforms were unraveling, they were unraveling. What appears is Ai-first world When software features are not caught in applications but exist as dynamic services on request, available through AI-native interfaces.

For decades, the calculations have been a glorified cabinet for submission. The applications were digital folders, independent, firm and enclosed by each other. Do you want to check the time? Open an application. You have to book a flight? Another application. Pay an account? One more. The result? A fragmented user experience, where we switch between countless silos, each competing real estate on the home screen.

The generative AI breaks this model. Instead of clicking and touching individual programs, users will interact with intelligent agents who dynamically retrieve, process and generate answers in real time, no application is required. Ask an AI assistant for travel management, finance optimization, and recommendation to workout? Done. Do you need legal documents reviewed during the grocery order and summarize today’s news? Seamlessly. The new interface is not an application. He is conversational, predictable and without rubbing.

To be fair, this new world of functional intelligence is not yet fully ready. Applications do not disappear overnight, but their grip on the calculations may slip. AI is not interested in pre -packaged software silos. It rewinds experience by making the software modular, dynamic and deeply integratedS The whole idea of ​​opening and switching between applications? This will quickly feel like hereditary thinking.

The current risk: Traditional markets are on the clock

For years, digital showcases and Walled-Garden markets were unbeaten moles. Distribution control, tax on each transaction and rake for billions. Beautiful. But what happens when the applications are…. unnecessary?

The Rise of AI-Moven Interactions Threatens the whole Application EconomicsS If consumers rely on AI-native systems, instead of installing discrete software, traditional software markets become a relic. AI eats the intermediary. The economic model is shifted from revenue from applications to AI-moving service layers, where the interactions are seamless, personalized and most importantly, the outcome of the hereditary control of the platform.

Two inevitable consequences:

1. Revenue interruption: There is no more 30% reduction in application sales or purchases in the application. If AI processes transactions autonomously, the App Store economy implies.
2. Termination of the Platform: AI is native to cloud and Hardware-agnosticS Control of digital ecosystems decreases as the software becomes an atmospheric service rather than closed experience.

The new question is who owns the service layers powered by AI? Because who does it will own the next trillion industry.

The new power structures: AI models and vertical AI solutions

AI feed applications create an obvious power vacuum. Where does the value shift? Simple, control over:

• AI models: The subjects developing the most modern models of the foundation determine the main internal layer.
• User interface and customization: Who builds the most intuitive, AI-native interfaces will dominate engagement.
• Data and Integration: AI flourished for access to its own real -time data. Anyone who owns data pipelines controls insights, intelligence and ultimately the economy.

But there is another force in the game: vertical AI solutions.

Currently, most large language models (LLM) feel like a Swiss army knife with endless instruments – exciting but prevalent. Users don’t want to “invent” AI. They want solutions, AI agents adapted to specific industries and work processes. Consider: legal contracts for AI preparation, financial AI investment management, creative generation of AI content, scientific AI accelerating research. The wide AI is interesting. The vertical AI is valuable.

Currently, LLMS is too wide, too abstract, too inaccessible to most. The empty chat box is not a product but homework. If AI is to replace the applications, it must become invisible by integrating seamlessly into everyday work streams without forcing users to think about prompts, settings or backend opportunities.

The companies that succeed in this next wave will not only build better AI models, but also better AI experiences. The future of calculations is not for an AI that does everything. These are many specialized AI systems that know exactly what users need and execute this flawlessly.

The whole software stack is rewritten in real time. What replaces the old model?

• Microesses through applications: Forget the inflated applications. The future software will be modular, custom and AI-like. Booking a trip? AI agent depletes flights, hotels and vehicles for real time without opening an application.
• AI Power Markets: The next software market is not an app store. This is the AI-Navity Services market where users subscribe to AI-specific agents instead of downloading static software.
• AI-AS-A-Service: Instead of selling stand-alone applications, developers will build “skills” or “agents” that integrate into a comprehensive AI ecosystem of subscription or pricing based on use.

The inevitable interruption

This is not an evolution; This is a coup. Gen Ai is not just another technological layer; It has the potential to eat the entire software industry from the inside out.

The old software model is built on a shortage. Control distribution, limited access, charging premiums. AI deletes this. The new model is liquid, without rubbing and infinitely scale.

Platforms and businesses that fail to adapt can be transferred to history textbooks, joining the ranks of those who rejected the Internet, mobile and clouds before it.

AI is not just the next software wave; It is the wave that breaks everything before it. The only question left is: Who rides it and who drowned?

Justin Westkot runs the global technology sector for EdelmanS