My theory: a lot of software we build is the supposed solve for a 'crappy spreadsheet'. a) that isnt' much of a moat, b) you're watching generalization of software happen in real time.
Spreadsheets are an abstraction over a messy reality, lossy. They were already generalizing reality.
Now we generalize the generalization. It is this lossy reality that people are worried about with AI in HN.