I am excited about how the rapidly diminishing cost of generating new software and hardware combined with fully automating theorem proving enables entirely new ways of designing systems. One interesting aspect of how AI produces code (or produces hardware) is that it does not need the abstraction barriers required by humans or organizations. A famous (or infamous) example is the ISA which split the world into software (Microsoft) and hardware (Intel). Now we are in a position to radically rethink the hardware/software boundary, and to some extent erase the difference between hardware and software. When an AI is given a specification of some computation it can now use carefully curated components with formal semantics and proved correct algebraic laws about their composition to produce entirely new systems that are a blend of hardware and software, all produced from one coherent description, with the final result translated into C/Rust or Verilog which is correct by construction, a dream of 80s software research which has now become a practical reality. So AI and verification is going to break down the silos and barriers that have driven up the cost of system design, instead putting hardware/software on a spectrum from which we can pick the point that matches our power, area and performance requirements.

