I'm not sure this is actually true. Technical debt can increase the amount of tokens that are needed to make changes to a codebase, and that will stay unless the models get good enough to rewrite the code completely while improving the architecture. Companies can believe what they want but profit is derived from the socially necessary human labor required to make a product. If the social necessity tends to zero because of AI, people will be able to use AI to make their own version of whatever software they need and it will not be needed to pay a company for it. But the most likely scenario in my opinion is huge codebases that induce more demand for tokens as models become cheaper to run, which means the cost savings may not actually materialize. Still, it is hard to say for sure at this stage.