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The Great Rewiring

For two decades, every question started the same way: open a browser, type, hunt. Google built that world. That era is ending.

Since the World Wide Web went mainstream, every major behaviour pattern on the internet has been built around one fundamental act: the human search. Type a query, receive links, hunt through documents, form a conclusion. It was extraordinary. Billions of people sharing information across the planet, instantaneously. And it made Google one of the most powerful companies ever built.

Now watch it dissolve.

From retrieval to generative

NVIDIA CEO Jensen Huang put the transition cleanly in a 1 May 2026 presentation. He calls it the shift from retrieval-based computing to generative computing:

“The way we used to do computing is essentially retrieval-based computing. We would pre-record information - take a picture, record a video, write a story… and we put it online… once you select it, it would go and retrieve that file for you.” “It used to be retrieval based, now it’s generative. The benefit, of course, is that every time you use computing… intelligence will be applied and provide you the information that best suits you… The reason for that we need so much more computation instead of a bunch of storage.”

Start at 1:45 for the full discussion.

This is the hardware giant behind the AI revolution explaining what the AI revolution actually is. Not an incremental improvement on search. A replacement for the underlying behaviour.

You no longer hunt documents. You ask a question and an agent hunts for you, digests the sources and returns its interpretation. The bottleneck shifts from storage to computation. Google’s core business - indexing the world’s information so humans can retrieve it - becomes structurally less relevant with every passing month.

Agents all the way down

Teddy Ryker of Ramp has articulated what the new software architecture looks like.

Old model: Person > Computer.

New model: Person > their AI agent > Supplier’s AI agent > Supplier’s computer.

Your agent negotiates with the supplier’s agent to get what you want, within their business rules, without you touching a user interface at all. Salesforce is already being forced to sell its platform not on a per-seat basis but as an engine that any agent can reach. The SaaS model built around the monthly active human user is cracking.

This is not a distant future. It’s happening now in software purchasing, travel booking and finance.

Build your own interface

The standard AI paradigm has been BYOK - bring your own key. Your API key from Anthropic or OpenAI, plugged into someone else’s app.

Now we’ve moved to a different acronym - BYOI: Build Your Own Interface. More simply: DIY Software.

You don’t have to take Salesforce’s UI. You can describe what you want to an agentic code tool like Claude Code or OpenAI Codex and have it build you something that works exactly the way you think. No frontend engineers. No product managers. No compromise.

The person who can clearly describe their requirements - in plain language, with enough specificity for an agent to act on - can now commission software that previously required a development team. The limiting factor has shifted from technical skill to imagination.

What the great rewiring means

The old architecture won’t disappear overnight. But it will be swamped, piece by piece.

I’ve been using Excel since October 1985. Nothing has beaten it yet as a spreadsheet. But when all I want is analysis and charts, I can already do that faster and more easily with Claude than by driving Excel manually. The software I’ve trusted for forty years hasn’t failed - it’s just no longer the only path.

Microsoft has 228,000 employees and a market cap of US$3.08 trillion. It moves slowly by design - the kind of institution you trust precisely because it’s been there forever and your numbers still add up when you come back next week. That longevity is real. But it’s also what makes structural pivots hard when the moment for a cosmetic one has long passed.

Search habits, software architecture, the very idea of what a computer does for you - all in flux simultaneously. The comfortable and the familiar will persist longer than the technologists expect. But the direction is set.

This is The Great Rewiring. Get ahead of it or get swallowed by the wave.


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