It seems clear to me that most value will come from little bits of LLM integrated into other applications. Code autocomplete is a good example of this, it’s valuable because it’s a key press away in the workflow we’re already in. Email editing clearly works best in an email client. Generating an image for a slide deck is most useful in the slide authoring application… and so on.
There’s plenty of product discovery to be done and value to be realised in this space.