I never thought of this, but now that I see your idea of the "two levels of state", I find it incredibly likely and clear that it's going to work like that eventually, yes.
The enterprise product will start with its own state. It will be something you can limit to specific tasks. Youll be able to write an app that takes instructions and outputs data in magical ways completely different than anything before. Normal data manipulation programming will be replaced by this weird opaque black box, that is ever changing, and you will need to trust consistently outputs the same thing given an identical input.