Software ate the world by making information programmable. Crypto tried to make money programmable. AI is making cognition and reasoning programmable. What's next? Biology? Material science? The physical supply chain? As reasoning costs plummet, the binding constraint will be actuation in the physical world.
The highest leverage opportunities exist where software hits hardware—robotics, automated logistics, and synthetic biology.
We might see the emergence of 'physical APIs'—standardized interfaces for commanding physical actions in the real world.