Here I'm assuming "AI" to mean what's broadly called Generative AI (LLMs, photo, video generation)
I genuinely am struggling to see what the product is too.
The code assistant use cases are really impressive across the board (and I'm someone who was vocally against them less than a year ago), and I pay for Github CoPilot (for now) but I can't think of any offering otherwise to dispute your claim.
It seems like companies are desperate to find a market fit, and shoving the words "agentic" everywhere doesn't inspire confidence.
Here's the thing: I remember people lining up around the block for iPhone releases, XBox launches, hell even Grand Theft Auto midnight releases.
Is there a market of people clamoring to use/get anything GenAI related?
If any/all LLM services went down tonight, what's the impact? Kids do their own homework?
JavaScript programmers have to remember how to write React components?
Compare that with Google Maps disappearing, or similar.
LLMs are in a position where they're forced onto people and most frankly aren't that interested. Did anyone ASK for Microsoft throwing some Copilot things all over their operating system? Does anyone want Apple Intelligence, really?