Love the enthusiasm but I don't buy the two macro tailwinds he's counting on: ever larger monorepos & more centralisation.

What you version together you build and release together, and there are architectural tensions pushing that size down. E.g. dependency indirection and change frequency. Mileage will surely vary by domain, but the idea that the "future is monorepo because agents" doesn't track with me.

The centralisation aspect has less to do with connectedness and more with topology, I'd say. Here, the agentic ways might actually push towards more hierarchical and distributed topologies than the centralised hub-and-spoke.