OpenAI CEO Sam Altman has predicted at the Cisco AI Summit that artificial intelligence is transitioning from a tool that assists humans to a fully autonomous executor, heralding the arrival of the era of the "fully AI enterprise." This shift marks the end of the traditional "Software as a Service" model, to be replaced by a new paradigm of "Service as Software." In this new era, a company's competitive advantage will no longer depend on the number of engineers it employs, but rather on the strategic clarity with which it directs autonomous AI systems. Altman recently revealed that OpenAI's "AI Defense" product will soon achieve 100% AI-written code. This is not merely a technical assist but a substantive replacement. AI is no longer just helping to build the technology stack; it *is* the technology stack—encompassing code writing, infrastructure setup, and decision-making, operating autonomously throughout the entire process. Altman pointed out that AI systems are no longer just enhancing work efficiency but are fundamentally altering organizational structures. In future workflows, AI will be responsible for building, deploying, and optimizing, while humans will provide strategic direction. In short, humans will decide the "what," and AI will determine the "how" and execute it completely. In this model, engineering capacity ceases to be a constraint, and the ability to direct AI to perform tasks faster than a human team will become the core competitive advantage. Market observers believe that OpenAI's move toward full autonomy is not merely a product demonstration but proof that this model has the capability to replace existing human organizational structures. This transformation implies that companies merely using AI to accelerate their development processes are still optimizing a dying model. In contrast, companies that allow AI to act as the developer will operate in a fundamentally different economic reality, rendering their competitors structurally obsolete.

**From Assistant to Replacement: The Rise of the Fully AI Enterprise** According to Altman's vision, the "fully AI enterprise" signifies not just better software, but an entirely new organizational architecture. Within this framework, AI can execute complete workflows, not just assist engineers. Yesterday, people were using AI tools; tomorrow, AI will serve humans much like employees serve management. Altman emphasized that the core of this shift lies in AI taking over all aspects of code writing, infrastructure management, and daily decision-making. As OpenAI's products move toward 100% AI-written code, traditional engineering teams are no longer the subjects of enhancement but are facing the risk of being "deprecated." This also signifies that the primary constraint in technology development will shift completely from "engineering capacity" to "strategic clarity."

**Business Model Restructuring: SaaS is Dead, Service as Software Arrives** With the advancement of AI's autonomous capabilities, the traditional "Software as a Service" (SaaS) business model is being redefined as "Service as Software" (SaaS). In this new model, AI is no longer just a tool to help humans build software; it directly delivers the complete service outcome. The economic reality brought by this shift is stark: companies using AI merely to speed up their developers are effectively optimizing an obsolete model. Conversely, companies that allow AI to act directly as the developer will operate in this new economic reality. Once AI-driven companies significantly outpace human-driven ones in speed, this transformation will no longer be an option but a necessity for survival. Some analysts suggest that skills are merely shifting; individuals who understand systems, context, and strategy will become more valuable.

**A Dramatic Shift in the Competitive Landscape: A Dimensional Reduction Strike of Speed and Structure** Altman's remarks reveal an essential change in the nature of future corporate competition. When 100% of code is written by AI, a company's advantage will no longer depend on the number of engineers it has, but on the clarity and speed with which it can direct AI to execute tasks. This means that organizations that recognize and complete this transformation first are not just gaining a competitive advantage; they are effectively making all other competitors structurally obsolete. If a company fails to complete this transformation before its rivals, it risks being淘汰 by opponents operating at an unmatchable speed. OpenAI's progression toward full autonomy serves as powerful proof of the viability of this new type of organizational structure.