I believe this is only the beginning of the modern OS with a user-interface that is based around AI. Imagine the platform lock-in from a lifetimes worth of meta-data around interactions with an AI agent, which obviously will not be transferable between vendors.
The modern OS that nobody asked for. This could backfire pretty badly if it doesn't succeed. We're still in a hype bubble. When the bubble bursts some thing will stay but many will be washed away
