I think one of the strangest parts of the AI boom is watching companies celebrate efficiencies they do not fully understand.

Right now many businesses feel like they are winning.

Smaller teams.
Fewer juniors.
Higher output.
Lower operational cost.

The numbers look good, so executives assume the strategy is working.

But I think many of these companies are accidentally teaching the market to expect outcomes without coordination overhead.

And the uncomfortable part is that a huge number of modern software companies are fundamentally coordination businesses.

Most SaaS products are not magic.

They organize information.
Route communication.
Track workflows.
Translate structured data into interfaces humans can navigate.

These systems existed because humans were too slow to coordinate without them.

But what happens when the interface itself starts becoming unnecessary?

What happens when people stop navigating software and simply talk directly to systems?

I think many companies are underestimating how dangerous that shift becomes.

Because once software stops being the place where coordination happens, entire categories of products begin looking very temporary very quickly.

A lot of software companies quietly depend on friction to justify their existence.

Remove enough friction and some companies stop looking like technology companies entirely.

They start looking like temporary bridges between older limitations and newer infrastructure.

History is not very kind to companies built around temporary bridges.

And incumbents almost never recognize this while it is happening.

Success blinds them.

The systems that made them dominant eventually become the systems they cannot escape from. Their own business model becomes the trap.

And by the time the market realizes the category itself no longer makes sense, the collapse usually started long before anyone was willing to admit it publicly.