A simple view of where we are in the tech cycle: Semis + software = $400B + $600B = $1T in global revenue. That's 1.25% of global GDP. HW+SW are humanity's ex-vivo brains. In the long term, we are going to need a lot more than just 1.25%.
software eating the world means almost all of the real growth will fall outside of silicon and software :) be /very/ skeptical of anyone claiming we're still all that early in this story. In the global sense, sure, but certainly not locally.
