I do think one claim is spot on - as production costs go down customization becomes cheap. This makes it economically viable to build products, especially more complex ones, for niche markets. Hubspot for medical? No problem. MailChimp for music clubs? You got it.
Ultimately, the value remained in the same place - create something people are willing to pay for. The economics might have changed, certainly for software development job market - but honestly, as a developer myself, I've always felt coding is not hard enough or valuable enough for the society to justify the insanely high salaries.