Part 4/13:
Despite the excitement, the focus isn't solely on building automatic coding bots that replace human programmers. Instead, these AI tools are primarily valued because they represent access to vast datasets and ecosystem control. Companies are investing billions not just for immediate utility but to capture the future of software development, which they believe will be fundamentally transformed.
This echoes past shifts in technology—such as the advent of personal computers and spreadsheets—where initial enthusiasm led to explosive productivity gains. The analogy is compelling: just as spreadsheets revolutionized accounting by making operations significantly faster and more efficient, AI-enhanced coding tools could similarly reshape software engineering.