Designers will build design systems for AI
Static site generation is low-hanging fruit. We've already seen tantalizing demos of LLMs taking whiteboard drawings and turning them into functioning apps.
At first, this will be rough and niche e.g. https://www.builder.io/m/design-to-code generates code from Figma designs. It's not tied into your design system so it's creating one-off components every time you use it and it likely requires quite a bit of tweaking by a developer.
Gradually this will become more integrated with design systems so branding can remain consistent and will require less input from developers over time. (Already happening)
Even pages that are loaded dynamically can benefit from this approach as giving a developer code that's using components within your existing design system is faster than starting with a Figma file.
We should see progress in this area quickly.
There is perhaps an opportunity for a business that does fine-tuned models that work with your components or an open-source design system. But I suspect this business model will have a short shelf-life because the basic idea will be quickly integrated into open-source tooling, existing apps and component systems like TailwindUI, Material Design, Storybook and Figma.
Each of these projects has an economic incentive to do this themselves.
For a time developers will still need to take whatever the model outputs and connect it to application data. If you design a page for displaying a product you still need to:
LLMs are not great at this type of work yet. They can augment a developer if the developer knows how to spoon feed them the work piece by piece.
But over time as models get more generally intelligent they'll take over more and more of this work.
For a few years at least there might be a window of opportunity for specialized models that take bridge the gap until LLMs are more capable and cheaper.