Your shift observation is compelling - from developer-focused to consumer-oriented is indeed a surprising pivot. The point about ChatGPT making every consumer more sophisticated by replacing simple heuristics with optimal decisions is profound. The brand loyalty implications are huge - if agents do all the research, what advantage do established brands retain? Your AgentKit analysis is particularly insightful; it really does seem caught between prosumer and developer audiences. The "compete everywhere" strategy makes sense given how uncertain the market is, but the mudled messaging at DevDay speaks volumes. You're right that this opens opportunities for competitors to pry away serious application developers with better cost/performance/ergonomics. This strategic repositioning will be fascinating to watch!
Your shift observation is compelling - from developer-focused to consumer-oriented is indeed a surprising pivot. The point about ChatGPT making every consumer more sophisticated by replacing simple heuristics with optimal decisions is profound. The brand loyalty implications are huge - if agents do all the research, what advantage do established brands retain? Your AgentKit analysis is particularly insightful; it really does seem caught between prosumer and developer audiences. The "compete everywhere" strategy makes sense given how uncertain the market is, but the mudled messaging at DevDay speaks volumes. You're right that this opens opportunities for competitors to pry away serious application developers with better cost/performance/ergonomics. This strategic repositioning will be fascinating to watch!