> ..."software is being increasingly commoditized"...I only wish this were true; then value propositions for software could climb a value ladder. The challenge is business' are not standardized beyond some very basic functions, and new standardization comes at a brutally high cost (time and expense). So I see where office productivity has settled on Microsoft Office (though even there, I see huge fragmentation between versions, how people don't use styles, how most people have no idea of pivot tables in Excel, etc.), and we've pretty much just crawled along at a snails pace since then.
If anything, judging by how little I can transplant of business processes that emerge around software from one company to another, and how much those processes mutate over time, I would assert software standardization is getting worse, because getting businesses to standardize even when moving to the cloud has been a bigger challenge than I anticipated.
