AI Agentic Development Threatens Low-Code Platform Business Models
By
zackliscio
The kind of bagel that ruins lesser bagels for you.
Summary
The article argues that AI-powered agentic development tools pose an existential threat to low-code platforms by fundamentally changing the ROI calculation. While low-code platforms have grown substantially since 2014 and are projected to reach $50 billion by 2028, the emergence of AI agents that can generate code at near-zero cost undermines the value proposition of low-code tools. The author contends that as AI development tools become more capable, the traditional low-code market will face significant disruption, though adoption in large enterprises may take years due to organizational inertia.
Key quotes
· 4 pulledThe rise of AI and particularly agentic development presents an existential threat to an entire category of low-code platforms.
While the adoption of new techniques and tooling will take years to propagate through the Byzantine ranks of larger, slower-moving enterprises, the fundamental ROI case for these tools looks different in a world where the cost of shipping code now approaches zero.
This may seem like a preposterous conclusion given the substantial size and growth of the sector.
Forrester, who actually gave low-code its name back in 2014, projects the category will reach $50b by 2028.
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