Big Oil too

Personally I’m less bullish on oil as the metaphor given how much of the modern world is underpinned by cheap and ubiquitous oil. If oil disappeared tomorrow, society would collapse — if tobacco disappeared tomorrow, it would make some subset of the population very unhappy for a few weeks.

Software engineering AI API dependence seems to have already screamed past the tobacco mark but we’re still a long ways away from oil. Though I would bet that we hit it sometime in the next few decades once the bulk of the industry has never written code in any serious capacity.