He's talking about the marginal cost of distributing a copy of software which has already been created, which is completely different from LLMs reducing the cost of creating new software.
Indeed, but also free compilers, which lowered the cost of creating new software to $0.00 long before AI services did.
Many of the expenses in making a successful software business are a total fiction for both customers and employees from the start. Lines like "careful App Store curation" is the 21st century Shipping & Handling surcharge, in terms of extracting arbitrary profit from your audience. The idea that "software isn't worthless" had to be invented by mankind, and it was apparent that it was a lie when early networks like Usenet were dominated by software piracy. Software has been worthless for so long now.
Many of the expenses in making a successful software business are a total fiction for both customers and employees from the start. Lines like "careful App Store curation" is the 21st century Shipping & Handling surcharge, in terms of extracting arbitrary profit from your audience. The idea that "software isn't worthless" had to be invented by mankind, and it was apparent that it was a lie when early networks like Usenet were dominated by software piracy. Software has been worthless for so long now.