I'd like to share an opinion on the current situation in AI ops, not the coding/tech side.
Right now the market has a pretty clear pattern. Big labs like OpenAI, Anthropic and xAI are building their own desktop AI and computer-use apps. The trick is they still treat this segment as Growth. Maturity is far away. So the biggest players burn money acquiring customers and giving them huge subsidies on tokens vs real cost.
Today the world is getting a huge AI bill, mostly paid by investors. We're running on debt. If there is no real breakthrough, math doesn't lie, there will have to be a cost-effective compromise. Using heavy models for coding is justified. Using them for the simplest things in operations is not, economically.
Our bet is simple. The AI bill will move from investors to users (mostly B2B). Companies will need an app like GPT Desktop, Claude Desktop, Grok Bot, with enterprise-grade integrations, but with the option to use open source and self-hosted models. The big labs can't really agree to that, they lose the token margin.
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