This. First of all, he should define what "infrastructure software" he is refering to. He mostly talks about OpenStack, AWS ... "services". But it is obvious

This. First of all, he should define what "infrastructure software" he is refering to. He mostly talks about OpenStack, AWS ... "services". But it is obviously not only that. It is low level libraries (C lib), compilers, interpreters, operating systems, graphic engines, virtualization software, etc. This kind of software runs on allmost all deployments out there. It is far from dead.