I think Cloud Agents are the future, but I’ll be honest I don’t see how a third party provider survives in this space.
1. It’s really not that hard to stand this up on your own. GitHub agentic workflows gets you 95% of the way there already. 2. Anthropic and Cursor are already playing in this space and likely will eat your lunch.
IMO, the only way you can survive is to make this deployable behind the firewall. If you could do that then I would seriously consider using your product.