[g42gregory]

I would also add that many (most?) companies/entities do not sell software but have large IT departments that could write software for internal consumption. Think Exxon, BP, Caterpillar, Airlines, Gov Labs/agencies, DOD, etc...

Internally, they could actually write 1,000X more software and it will be absorbed by internal customers. They will buy less packaged software from tech firms (unless it's infrastructure), internally they could keep the same headcount or more, as AI allows them to write more software.