Maybe not "Software Companies".

But end users are using LLMs to write their own code.

It's more like the new Excel. End users used to get a data dump from SAP,ERP or something, and use Excel to manipulate. Now they use the LLM, and are also using LLM to build large cobbled together messes.

Excel is the bane of accuracy, any miss aligned row in a calc and suddenly a company is loosing billions. LLM's are this on steroids.