Yea from what I understand 'Chats' and AI coding are something they already have market domination/are a leader on and are a good/okay product. It's the other use cases they haven't delievered on in terms of other companies using them as a platform to deliver AI apps, which I would imagine would have been a huge vertical in their pitches to investors and internal plans.

These third-party apps get huge token usage with agenentic patterns. So losing out on them and being forced to make more internal products to tune to specific use cases is not something they want to biuld out or explore