This is very early.

If there is an AI boom, what we're seeing is its infancy. Semi-autonomous coding is the first and most natural use case, thanks to vast amount of training material, opportunities for closed-loop RL with minimal human supervision and the eagerness of the community to try and embrace new tools.

But it is still not much more than QoL improvement at this stage, and maybe some velocity gains for the most hardcore users willing to spend time and money to stay at the bleeding edge.

But there is also a rather large appetite for local models, I am not sure the future of AI will be 100% cloud based.