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Is this essentially a cloud-managed specialized subagent with an LLM-friendly API?

Seems like an interesting new category.

yes that's right! I think this might be the way AI agents adoption plays out more broadly

Agents that start using subagents rather than humans using the subagents directly

The new SaaS is subagent as a service?

indeed! there is no reason why tooling for AI agents shouldn't use AI when tooling for humans is shifting towards AI