This article was originally published on my blog and translated into English. For the latest version and future updates, please visit the original post: https://jaketao.com/language/en/will-ai-replace-software/
The concept that "AI will replace software" has recently gained significant traction. This has led to a significant decline in software stocks, and when combined with concerns about the profitability of AI, has caused widespread anxiety in the market. While there are legitimate concerns about the profitability of AI, it is important to note that the cost of developing AI remains high, and revenue models continue to rely on traditional methods such as advertising and recommendations. The assertion that AI will disrupt the software industry may be somewhat exaggerated.
This discussion takes place against the backdrop of a recent surge in groundbreaking AI applications. First, the sudden rise in popularity of Clawbot allowed users to build personalized AI systems on their local devices, enabling automated operations and process execution—essentially functioning as a "personal assistant." Subsequently, Anthropic released Cowork, further enhancing agents' ability to perform complex tasks and demonstrating AI's potential for cross-process collaboration. These developments send a clear signal: AI is gradually transitioning from an auxiliary tool to a system application with executive capabilities. In the near future, it is entirely foreseeable that AI will integrate with personal devices and data resources, allowing users to simply issue commands for AI to invoke various processes to complete the required tasks. This evolution will see AI evolve from its current role as an auxiliary "secretary" into a "hands-on" and capable assistant.
