The timing is interesting. With the measurable shift in quality of models and the agentic workflow becoming more popular (exacerbated by SaaS companies trying to democratise app building), there will probably an explosion of even more apps (as if there aren't enough already). The programmer in me likes that because I can easily build an app that is specific to my needs. But so can a person who doesn't have the technical background which combined with poor security track record of LLM generated code, is a risky combination security-wise. Not sure if that was actually the motivation or whether it was preserving the revenue from the developer ecosystem by creating another walled garden.