Before AI, users of a piece of software all interacted with the same interface. There were only light customizations like a few different views or theme and color options. When users think about "personalization" like on Netflix, it still has the same layout for everyone, just different imagery. As a result, most software has a one-sized-fits-all feel rather than being hypercustomized to a user. As an example: the way I use an email is very different from how most college students use email, yet all email clients look basically the same.
The exception is in enterprise software, where forward deployed engineers customize software for each customer to make it a great experience for them.
We think that coding agents have now gotten good enough to allow users to become their own forward deployed engineers and more radically customize the software they consume. I'm imagining users designing widely different interfaces for their use cases — perhaps my email client looks more like a task list, and a students' looks more like an events calendar. But these two interfaces likely share some underlying primitives and design decisions that a software team can build and ship.
We think that in the future, software companies will ship these shared primitives with full intention that users will heavily modify the final interfaces.
To enable this future, we will have to rethink the whole stack of software delivery. How will a developer make software that can be accessed by the user's coding agents? Do they have to deliver source code rather than packaged binaries? Can they only modify front-end visual elements, or are there ways for them to modify middleware on the fly to enable more interesting use-cases? If you're a radical thinker looking to define the future of software, we'd love to hear from you.