The biggest misread of anyone predicting the end of software engineering was imagining that the world only needed a certain amount of software, and bringing automation to the field would reduce the need for labor. Exactly the opposite is happening where essentially most things are actually turning into software. Because agents can use tools, work with computers, write software on the fly, and process data like humans (but far faster), we can now throw “software” at problems that never could reasonably be digitized before. What that leads to is the role of engineering taking on greater importance in the economy, because we can now engineer far more systems and processes than were possible before. If you’re a bank trying to do new forms of trading, engineers are often your first bet. If you are in life sciences, you expect more and more research and lab work to be engineering centric. If you’re in manufacturing, you’re trying to automate more of the supply chain, all that is engineering. More and more work is shaped like software problems. Yes we’re not going to be coding manually in the future. But almost everything will be code, which means those that understand it are in a fantastic position.

A financial column published in South Korea now warns of memory oversupply in 2029, after new capacity comes online. They argue Korea has only 2-3 years to develop new growth industries before the cycle potentially reverses. $DRAM $MU $SKHY $EWY