Hi, I'm the original author. The point of the article is as follows: there is clearly a trend towards top market-cap companies being founded by software engineering CEOs, but why? The data regarding the trend is pretty clear. I believe there are two reasons:
1. Software has become a global form of super infrastructure that facilitate scaling, but there's more going on.
2. I believe that guys like Zuckerberg, Bezos, Musk and Gates are using software effectively to speed value fulfillment cycles – pretty much in everything they are doing, from rockets to eradicating disease, or just shipping packages.
Software engineering CEOs are realizing value at faster rates, IMO, by executing well on all 4 stages of the value fulfillment cycle -- see https://iism.org/post/glossary-value-stage-82. I mean, these guys are all billionaires, so clearly the market thinks they are valuable (Larry, Sergey and Ma Huateng as well).
As to why: I believe it’s the relationship between emerging infrastructure and the value fulfillment cycle. Software happens to be the emerging super infrastructure, so software engineers are naturally emerging as the next generation of industrialists. Not to say there aren’t other emerging trends of significance; but for now, software and software variants is the emerging super infrastructure. Discovery of value has always been the result of iterative discovery – software just happens to facilitate quick iterations of value attempts, and software engineer tend to be more Agile than traditional plan driven companies.