The funny thing is, the AI that is so good that it can replace 90% of developers, can probably replace the vast majority of software shops as well. What I guess will happen eventually, is that at some point AI (not the current one) will replace “software” in many areas. Why have Stripe when AI manages the transactions. Why have Airbnb when AI can both manage and rent properties. Why have Shopify, and so on and so forth. Letting AI build your app will look silly. Why even have an app? IMO that’s when the real/massive displacement will happen.