The funny part of “AI will make formal verification go mainstream” is that it skips over the one step the industry still refuses to do: decide what the software is supposed to do in the first place. We already have a ton of orgs that can’t keep a test suite green or write an honest invariant in a code comment, but somehow we’re going to get them to agree on a precise spec in TLA+/Dafny/Lean and treat it as a blocking…
Rather, it's directed at the kind of niche, mission-critical things, that not all of which are getting the formal verification solution that is needed for them and/or that don't get considered due to high costs (due to specialization skill).
I read OP as a realization that the costs have fallen, and thus we should see formal verification more than before.