I haven't seen the video, but "software is becoming a commodity" might be just a sound bite. He might mean some specific kinds of (loosely speaking) "platform"

I haven't seen the video, but "software is becoming a commodity" might be just a sound bite. He might mean some specific kinds of (loosely speaking) "platform" or "general-purpose" software: OSes, browsers, media players, etc. Surely, all software is not becoming a commodity, since most software is made for a specific purpose and a lot of it is custom made.