I agree with you, though I’m not sure I fully understand your point about game studios. That seems like an area where software could evolve in ways that make perfect sense. For example, dynamic worlds, unique missions, unscripted characters, and so forth.

My comment is about companies self-serving with malleable & bespoke software. Niantec is unlikely to spend time making a bespoke GenAI version of Jira, just because it's cheaper to do so now than it was before. Every minute they spend making the bespoke project management software is a minute they're not making the next PokemonGo, so they'll pay a third party like Confluence handsomely to produce a predictable project management UI for them.

Games studios have been making dynamic worlds for decades now, and GenAI algorithms are just an evolution of that practice. So I agree that they'll use these tools for their own output, but that output isn't going to disrupt the SaaS business models of companies like Sage/Confluence/Microsoft etc.