> There is already SO MUCH more demand for code than we're able to keep up with. Show me a company that doesn't have a backlog a mile long where most of the internal conversations are about how to prioritize what to build next.

This is viewing things too narrowly I think. Why do we even need most of our current software tools aside from allowing people to execute a specific task? AI won't need VSCode. If AI can short circuit the need for most, if not nearly all enterprise software, then I wouldn't expect software demand to increase.

Demand for intelligent systems will certainly increase. And I think many people are hopeful that you'll still need humans to manage them but I think that hope is misplaced. These things are already approaching human level intellect, if not exceeding it, in most domains. Viewed through that lens, human intervention will hamper these systems and make them less effective. The rise of chess engines are the perfect example of this. Allow a human to pair with stockfish and override stockfish's favored move at will. This combination will lose every single game to a stockfish-only opponent.