It's not papers but I would give special mention to Why Software Is Eating the World by Marc Andreessen and Amazon's original 1997 letter to shareholders.

"Companies in every industry need to assume that a software revolution is coming. This includes even industries that are software-based today."

https://a16z.com/why-software-is-eating-the-world/

"But this is Day 1 for the Internet and, if we execute well, for Amazon.com."

https://www.aboutamazon.com/news/company-news/amazons-origin...