AI Coding Agents Threaten Enterprise Software

New AI coding agents, such as Claude Code, are emerging as a potential disruptor to the established enterprise software market, raising concerns about the future of companies like Salesforce. Historically, the sector has weathered significant technological shifts, including the advent of cloud computing and mobile technology, demonstrating resilience. Despite these past challenges, the current wave of AI-powered development tools presents a novel threat. While these agents aim to automate coding tasks, the article suggests that core enterprise functions may remain robust, indicating a potential bifurcation in the market's response to AI advancements.