> Seems like they are pivoting to becoming the premium "last mile" delivery network for someone else's intelligence.

They have always been a premium "last mile" delivery network for someone else's intelligence, except that "intelligence" was always IP until now. They have always polished existing (i.e., not theirs) ideas and made them bulletproof and accessible to the masses. Seems like they intend to just do more of the same for AI "intelligence". And good for them, as it is their specialty and it works.