> they can definitely ship and run to thousands of real customers

Each of those customers, who also have access to LLMs and can therefore bypass his LLM built service by making their own LLM built service. Cameras in phones didn't turn everyone into a professional photographer, it gave everyone the ability to take pics, as badly composited as they are, they fulfill their purpose. On the few life occasions where a professional is needed, you don't go for a smartphone-based photographer, you go for an old school professional photographer. I think software will be the same. These 50 year olds won't be selling to anyone. And if they are, it won't be for long.