Sorry for the spoiler thingy... but its hard to speculate without using the new info....
But here is how I see what is happening... and what could happen... and this is entirely speculation and spoiling whats happened, so dont read if you dont want to.
This is the story of Hank Pym. This whole comic, essentially.
First he takes over the Super-soldier program and is developing his Giant-Man, Ant-Man, and Ultron projects, then his associate combines the actual Super soldier serum from Cap's blood with the Hulk Serum because (over the fact that he has felt demasculated so many times in the past few months, including being demoted from the head of the SS Program), and destroys New York and in the process nearly kills Pym. Pym, out of anger beats his wife and she leaves him, he then gets his arse handed to him by Captain America, who is now dating his wife.
Things don't start getting better for Hank Pym, he gets shoved aside to running the supervision of illegal Genetic Mutations. He is then nearly killed when ALL of these Genetic Mutations escape. He survives though, and is working with the person who thoroughly humiliated him and is clearly a thousand times smarter than he is (Banner) to develop Ultron, his pet AI project. Pym really doesnt like Banner, It wouldnt make sense for him to like Baner, Pym holds grudges and is a disgruntled scientist with an inferiority complex. Lets say to get back at these constant sessions of torment, he hands over top secret files identifying Banner to the media. Banner is going to be executed, and making sure its done right is his last job before getting the axe (figuratively). He fails at this. Banner's DNA is what Banner's expertise is, and not Pym. When Pym heard the message he looked angry and confused, not happy. He's failed again. (I doubt Banner shows up in this run again, this is perfect miniseries material for next year).
Now, The Thor battle is a sidenote, an interesting sidenote, but still just that. Pym is going to keep working on Ultron during all of this, and then will form the Defenders for unknown reasons, possibly just to be noticed by the public, and his ex-wife, again. The Ultimates will rip apart these semi-heroes, and Pym will once again be humiliated and angry at the Ultimates. Then he needs to finish designing the Brain for his brilliant project, the one he wants to use to show the entire world that he is better than Banner, or Fury, or anyone who's made a fool out of him. Then he does something really, monumentally stupid. Pym doesnt have the resources he had as leader of the Super Soldier Project, and probably only has his own personal brain to work with. So, he figures its his project, so he programs in his own personality. You know, the bi-polar cynical personality imbedded with anti-US sentiments. So the AI does what it thinks is best, it takes over America to "Fix" it, to be the true American Hero.
Pym realizes what he has done, and in the process of shutting down the AI, he sacrifices himself. Now responsible for thousands of deaths between the Hulk, and Ultron, he dies to redeem himself.
-I- Think it works, at least.