# McKinsey: AI Coding Agents Reshape Enterprise Software Market

> A new McKinsey study points to a quiet but potentially seismic shift in how companies buy software. Nearly one-third of surveyed organizations, 32%, said they rejected at least one software purchase because they could build the tool internally instead, using agentic AI coding assistants. The trend is strongest in technology and healthcare, followed by professional services, exactly the sectors with the talent and incentive to try. The implication for the software industry is significant. For decades the default calculus favored buying off-the-shelf products rather than building and maintaining custom tools, because in-house development was slow and expensive. If AI agents make building fast and cheap enough, that make-versus-buy math starts to tilt, threatening the recurring revenue models that vendors rely on. The report also captures how unevenly this is playing out. Around 40% of large organizations with over $1 billion in revenue are now scaling AI agents, up from 27% a year earlier, while only 22% of smaller firms are doing the same. The capability, and the disruption it enables, is concentrating among the biggest players first.

_Section: [Interesting AI Articles](https://www.wortins.com/articles) · Source: McKinsey via ANI News · Published Wednesday, September 9, 2026_

## Wortins' read

A new McKinsey study points to a quiet but potentially seismic shift in how companies buy software. Nearly one-third of surveyed organizations, 32%, said they rejected at least one software purchase because they could build the tool internally instead, using agentic AI coding assistants. The trend is strongest in technology and healthcare, followed by professional services, exactly the sectors with the talent and incentive to try. The implication for the software industry is significant. For decades the default calculus favored buying off-the-shelf products rather than building and maintaining custom tools, because in-house development was slow and expensive. If AI agents make building fast and cheap enough, that make-versus-buy math starts to tilt, threatening the recurring revenue models that vendors rely on. The report also captures how unevenly this is playing out. Around 40% of large organizations with over $1 billion in revenue are now scaling AI agents, up from 27% a year earlier, while only 22% of smaller firms are doing the same. The capability, and the disruption it enables, is concentrating among the biggest players first.

## Source

[Read the full story at McKinsey via ANI News](https://aninews.in/news/business/ai-coding-agents-threaten-to-reshape-software-spending-as-companies-choose-to-build-rather-than-buy-mckinsey20260906210256/)

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