You would still expect to see traces of the economic value they were creating elsewhere.
The aggregate impact isn’t known yet and the tech is still in its infancy.
For example a flight school that I work with has their own simple rental administration program. It's a small webapp with 3 screens. They use it next to a SaaS booking/planning tool, but that tool never replaced their administrative approach. Mainly because it wouldn't support local tax rules and some discount system that was in place there. So before the webapp they used paper receipts and an spreadsheet.
I think the challenge in the future with lots of these tools is going to be how they're maintained and how "ops" is done.
Somehow AI took over the narrative, but it's almost never the thing that actually created the value that it gets credit for creating.
Personally, I’ve been writing software for 10 years professionally. It is much easier, especially for someone with little coding experience, to create a quite complex and fully featured web app.
It makes sense that ai models are leveraging frameworks like next js/react/supabase, they are trained/tuned on a very clear stack that is more compatible with how models function. Of course those tools have high value regardless of ai. But ai has rapidly lowered the barrier to entry, and allows be to go much much farther, much faster.
I also just don't think "going fast" in that sense is such a big a deal. You're talking about frantic speed. I think about speed in terms of growth. The goal is to build sturdy foundations so that you keep growing on an exponential track. Being in a frantic hurry to finish building your foundations is not a good omen for the quality of what will be built on them.
AI is likely to change fundamental paradigms around software design by significantly decreasing the cost of a line of code/feature/bugfix/and or starting from scratch and enabling more stakeholders to help produce software.
Reading things Claude creates and asking some critical questions is much easier than writing the same code from scratch.
Quality may not be amazing, but this whole thing is less than 2 years old. It's not hard to imagine that quality will go up further and more people will learn to use it well.