I think AI is just allowing everyone to speed-run the innovator's dilemma. Anyone can create a small version of anything, while big orgs will struggle to move quickly as before.
The interesting bit is going to be whether we see AI being used in maturing those small systems into big complex ones that account for the edge cases, meet all the requirements, scale as needed, etc. That's hard for humans to do, and particularly while still moving. I've not see any of this from AI yet outside of either a) very directed small changes to large complex systems, or b) plugins/extensions/etc along a well define set of rails.
Plus the highest end models now don’t go so brain dead at compaction. I suspect that passing context well through compaction will be part of the next wave of model improvements.