The rise of micro apps describes what’s happening from the bottom up—regular people building their own tools instead of buying software. But there’s a top-down story too: the structural obsolescence of traditional software companies.

Doug O’Laughlin makes the case using a hardware analogy—the memory hierarchy. AI agents are fast, ephemeral memory (like DRAM), while traditional software companies need to become persistent storage (like NAND, or ROM if you’re old school like me). The implication:

Human-oriented consumption software will likely become obsolete. All horizontal software companies oriented at human-based consumption are obsolete.

That’s a bold claim. O’Laughlin goes further:

Faster workflows, better UIs, and smoother integrations will all become worthless, while persistent information, a la an API, will become extremely valuable.

As a designer, this is where I start paying close attention. The argument is that if AI agents become the primary consumers of software—not humans—then the entire discipline of UI design is in question. O’Laughlin names names:

Figma could be significantly disrupted if UIs, as a concept humans create for other humans, were to disappear.

I’m not ready to declare UIs dead. People still want direct manipulation, visual feedback, and the ability to see what they’re doing. But the shift O’Laughlin describes is real: software’s value is migrating from presentation to data. The interface becomes ephemeral—generated on the fly, tailored to the task—while the source of truth persists.

This is what I was getting at in my HyperCard essay: the tools we build tomorrow won’t look like the apps we buy today. They’ll be temporary, personal, and assembled by AI from underlying APIs and data. The SaaS companies that survive will be the ones who make their data accessible to agents, not the ones with the prettiest dashboards.