I mean, the obvious analogy is to other llm hype cycles. When chatgpt came out, everyone wanted to figure out how to use it for everything. Turned out it really was good at a lot of things, while still being overhyped. Same thing when chain of thought models hit the scene. Same thing with coding harnesses. Same thing now.

My base case is that this will probably be pretty useful, and also not as useful as the current hype suggests.