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.

Agreed. Even more so because SaaS is generally inexpensive.