I am not exactly "excited" and those two are sock puppets for their funders. But I am realistic. The same way that JS was not ready for primetime when it came to prominence. FFS the dev himself was horrified. It was pushed for much the same reasons as AI hysteria over platform interop / universal human interface elements and the "Java" brand being hot in big dollar land.
so whatever it does well will be the beach head. It will have asymmetric cost advantage compared to any human centred process of same kind. (take a look at the new 2 bit quantized models. tldr: tiny, fast, same accuracy)
That drags in more capital since yield hard to find in this financial macro environment. This year I have watched my friends in the law, in engineering, dev, wood products manufacturing, music, agriculture all find profitable use for some ai driven processes in their operations. These are normies. These are not technical people.
Its coming fren. exponentially fast.