Once the hype around AI settles and the true cost of using AI tools is fully understood, an interesting question emerges:
What does the steady-state impact of AI look like - especially for the technology industry?
I’ve been thinking about this for a while, and the most compelling lens I’ve found is an analogy with industrialisation.
Industrialisation dramatically reduced the cost of production, while the cost of human effort steadily increased. Over time, replacing a product became cheaper than fixing it. Cars, phones, laptops - almost everything today is designed with a short lifecycle. Manufacturers actively phase out legacy versions within 3-5 years, making repair or long-term maintenance economically irrational.
Product lifecycles that once spanned 15-20 years are now closer to 3-5.
This raises an uncomfortable but important question for software:
Will AI make rebuilding software cheaper than fixing or upgrading existing systems?
If that turns out to be the trajectory, the implications are profound. Software systems may become increasingly disposable - rewritten rather than refactored, replaced rather than evolved.
In such a world, the most critical architectural layer will not be the application, the UI or even the business logic.
It will be the data.
Think about how businesses once maintained physical ledgers. The format was simple, durable and readable by any qualified professional, regardless of who created it.
In the future, data will serve the same role - the only enduring business context.
Everything else may be transient.