At some point the model providers will realize they don't need to provide apps, just enterprise-grade intelligence at scale in a pipe, much like utility companies providing electricity/water. Right now, they have to provide the apps to kick-off the adoption.
The problem is that "enterprise-grade intelligence", by its very nature, doesn't want to be trapped in a pipe feeding apps - it subsumes apps, reducing them to mere background tool calls.
The perfect "killer app" for AI would kill most software products and SaaS as we know them. The code doing the useful part would still be there, but stripped off branding, customer funnels and other traps, upsell channels, etc. As a user, I'd be more than happy to see it (at least as long as the AI frontend part was well-developed for power users); obviously, product owners hate this.
> much like utility companies providing electricity/water
A capital intensive, low margin business. The dream of every company.