This just feels like taking two unrelated things and bunching them together under a label in order to be provocative and imply that software 2.0 will "replace"

This just feels like taking two unrelated things and bunching them together under a label in order to be provocative and imply that software 2.0 will "replace" existing code. If you surveyed e.g. all of the code Google has in their piper repository, you would find significantly less than 1% of it could be replaced by even an extremely good neural network.