The worry is that customers who do not realize the full depth of the problem will implement their own app using AI. But that happens today, too: people use spreadsheets to manage their electronic parts (please don't) and BOMs (bills of materials). The spreadsheet is my biggest competitor.
I've been designing and building the software for 10 years now and most of the difficulty and complexity is not in the code. Coding is the last part, and the easiest one. The real value is in understanding the world (the processes involved) and modeling it in a way that cuts a good compromise between ease of use and complexity.
Sadly, as I found out, once you spend a lot of time thinking and come up with a model, copycats will clone that (as well as they can, but superficially it will look similar).
While rolling the whole solution with an AI agent is not practical, taking a open source starting point and using AI to overcome specific workflow pain points as well as add features allows me to have a lower cost, specifically tailored solution to our needs.
This is actually a serious problem for me: my SaaS has a lot of very complex functionality under the hood, but it is not easily visible, and importantly it isn't necessarily appreciated when making a buying decision. Lot control is a good example: most people think it is only needed for coding batches of expiring products. In reality, it's an essential feature that pretty much everyone needs, because it lets you treat some inventory of the same part (e.g. a reel) differently from other inventory of this part (e.g. cut tape) and track those separately.
AI-coding will help people get the features they know they need, but it won't guide them to the features they don't know they could use.