I really liked this talk about how the premise of "software is eating the world" is incorrect. I think AI coding tools proves the point that software part is easy, its the hardware that is the important part. We can't really be more ambitious with software when ultimate pure software is limited in what is possible.
Bryan Cantrill: Andreessen’s Folly - The False Dichotomy of Software and Hardware https://www.youtube.com/watch?v=v0JjG0Qfwi8