Desktop AI for ops is still subsidized
TL;DR
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.
Nauti's Take
The current subsidy phase is a genuine opportunity for anyone automating ops workflows right now, since token prices sit below real cost and experimenting has rarely been this cheap. The risk sits in tomorrow's math, because these prices are investor funded and will climb.
Teams building ops pipelines should keep them model agnostic and benchmark open source options like GLM or Kimi early.
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