Does it have to be mutually exclusive? On-the-fly software does not destroy software. Gatekeeping software creation does not mean shoving the existing creators out, it just means creating a larger space that others can occupy, like when 'real' programmers had to slowly permit 'script kiddies' into their spaces. All feels a bit 'old guard' vs 'new guard'.
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Not mutually exclusive, but I thought your initial post painted an overly rosy picture with the sentence "[..] allowing millions of people to finally use the devices they've been sitting in front of all these years".
I don't think it's happening at this scale. I'll admit I have no real data to back that up, it's just a hunch really. But I find it hard to believe that those people whom previously weren't interested in building software are now suddenly interested to build stuff with an LLM. I'm sure _some_ people are doing this, and then they either hit roadblocks and quit or stick with it an learn actual software engineering.
Looking at my non-tech bubble of friends and family, I don't see anyone actually doing that. I think it's a vocal minority that is doing this. That's just anecdata of course.
I think using GPT et.al. to create a bespoke tool to do what you need is giving the average home user too much credit. What I see more of is just using the prompt in the place of software to create an outcome. "Transcribe this recording", "give me a synopsis of the Godfather films", "How can I wow my girlfriend?". The fraction of home users who are using this to create software is likely highly limited to people with no skills trying to make apps to sell, which is not a tool to help them with something else. Even the software devs I know are using tools made for them, not making their own Claude Code or Cursor.
Right now, the greenfield is in how you use these tools. Making a bespoke specialized tool for yourself, or automating onboarding or CICD setups with simple commands or building bridges between "gatekept" existing software and agents are ripe for growth.
I get that we should see this as a good thing, but I see it as entering the last act of a play. Thousands of people are doing these things and coming up with uses for the tools around the clock. Novel uses for the technology will all be exhausted in the next couple of years and there will be less room for innovation than there was before LLMs.