On a recent AllIn podcast[1], there was a fascinating discussion between Aaron Levie and Chamath Palihapitiya about how LLMs will (or will not) supplant software developers, which industries, total addressable markets (TAMs), and current obstacles preventing tech CEOs from firing all the developers right now. It seemed pretty obvious to me that Chamath was looking forward to breaking his dependence on software developers, and predicts AI will lead to a 90% reduction in the market for software-as-a-service (and the related jobs).

Regardless of point of view, it was an eye opening discussion to hear a business leader discussing this so frankly, but I guess not so surprising since most of his income these days is from VC investments.

[1] https://youtu.be/hY_glSDyGUU?t=4333