If we talk about just LLMs, given how things have been going since ChatGPT, my bet it would not change that much. LLMs are not foundational technology such as Internet or Steam engine or Rail roads were. There are very few products that can build upon them because of reliability issues which are completely unresolvable for LLMs, chatbots is a decent product that came out of it, coding harnesses is another one, this is not even close to the impact Internet or Steam engine had. LLMs gave us nice productivity tools for highly motivated expert knowledge workers, that is all. LLMs are getting better and will get better, but it is impossible to describe the universe and compress it into few terabytes and that is what they are doing atm effectively, so all serious LLMs's issues will still be there in 2040: the lack on continues learning, hallucinations, terrible sample ratio, agent's failures on long horizon tasks, instruction following failures.