An explosion of software is coming
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A bullish prediction that agentic coding tools will trigger an explosion in software production across four waves: clearing existing backlogs, enabling companies without dev teams to build custom software via consultancies, empowering non-developers to build in-house, and ultimately spawning entirely new categories of software we can't yet imagine. The argument draws an analogy to Thomas Watson's underestimation of computer demand, suggesting we are at the very beginning of a massive expansion in software output.
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