This tracks with what I've observed, as a fan-and-sometimes-user. They look to be funding a skunk works - which started with their version of Cursor (Jules or something), which wasn't great.

They are working on a cli agent; I tried it, but it silently injected hooks into all my other cli agents to re-target JB inference APIs, which caused me to burn through my JB tokens in like two minutes and b0rked all my running agent sessions.

They are working on a spec-driven thing, which I attempted to try but getting burned by the cli thing I abandoned it. It looks really interesting - it's a meta-harness, built and shipped with one of the Spec-Something frameworks, where you define your own specs for your projects, kinda like snake-eating-it-own-tail-of-specs. If spec-driven is The Future, they are at least trying.

There have been a few other things I can't recall, but my observation is that they are taking generative AI seriously as an existential threat, and probably (as another poster here put it) "heating the office burning tokens".