Software engineering is a sliver of overall economic output. It is an input for tech companies who sell something else (ads, subscriptions, etc.). It is a backoffice expense for non-tech firms that do engineering.

I anticipate that the harness (and memory) will evolve far more outside of engineering. Muse/Dots are an example of that.

I've been writing about this thesis for the past year or so and here is a bit of a summary of where I think it is going: https://zero2data.substack.com/p/the-future-of-consumer-ai