Even if it does cost thousands (does it? I genuinely have no idea how to scope such a thing) that might be a good price if a custom compiler to your custom target is something you really want. People have paid far more for far less.

If you're a hobbyist trying to compile python to your weird little arduino based thing, then that's a lot of money and you would want to use somebody else's solution, no doubt.

But if you're an aerospace company trying to compile for a flight control computer (and I guess you really want to use python for some reason), spending thousands of dollars on tokens to make and maintain a custom compiler could represent serious savings.

The big picture impact of AI that I see/anticipate the most is SAAS dying out because AI coding makes this kind of enablement and support software easier to make in-house, and this feels like an example of that, but maybe I'm seeing what I expect to see.