Coding assistants are likely to be a major profit source in the near term. It's useful today and the customers (ie employers) are willing to pay for productivity.

Only the beginning of the enterprise spending more on AI than consumers. When it's time to stop giving away dollars for pennies, everyone will want to be in the enterprise.

The article rightly points out that OAI is not cost effective for code right now. I imagine they will optimize for the use case now.