Predictions - Software Factories

March 22nd, 2026

We are moving towards "Software Factories".


Anthropic, OpenAI, and Cursor will double-down (and then triple-down) on their custom "AI IDEs". Terms like "Self Driving Codebases" will become much more popular, as these companies start to reframe their tools:

  • Away from "This is how an engineer can build and ship software"
  • Towards "This is how your whole engineering team builds and ships software"



By the end of 2027...


I) Codex, Cursor, and Claude Code launch built-in "Code Maintenance" tools. They already have "PR Review" - the next step looks like:

  • Built-In Team-Wide Memory (Improving the harness based on engineer feedback)
  • Code Style Guide Management (GUI-version of .cursorrules and Skills)
  • Some form of "Code Quality Monitoring" (consistency, complexity, ...)
  • Some form of "Engineering Velocity Analytics"
  • Automation built around the above (similar to "Dependabot" PRs)

II) Codex, Cursor, and Claude Code launch built-in Task Tracking (a-la Linear, JIRA). This is where work starts, it makes sense for it to become located in-app. (I wouldn't be surprised to see some acquisitions to kick-this-off).


III) Codex, Cursor, and Claude Code launch "Managed Infrastructure" - they'll handle the deployment and hosting. They'll tie in observability and error-monitoring capabilities. Imagine tools like "auto-fix any production errors". It probably starts by looking very similar to an "AI App Builder".


IV) One of Codex/Cursor/Claude Code launches a Github competitor, with some marketplace aspect (eg. "Apps" for managing your codebase and infrastructure).