There's also a world where "all companies have access to the software factory so sales and entrepreneurship in software disappears entirely."

But in that scenario it's hard to see where the unwinding stops. What are these other companies doing and which parts of it actually need humans if the "agents" are that good? Marketing? No. Talking to customers? No. Support? No. Financial planning and admin? No. Manufacturing? Some, for now. Shipping physical goods? For now. What else...

At some point where even are your customers?