A company on a monolith cannot use AI on it: no model in the next eighteen months will hold that codebase, so the monolith has to be broken up or rewritten.

If you're a monolith, you're kind of hosed because I told you the ceiling's going up for what they can do, but it ain't ever going to hit your monolith. They will never fit in the context window and you're never going to be able to never in the next 18 months be able to tell a model go fix my monolith. You have to break it up.