Agentic AI Will Hit an Infrastructure Wall Before It Hits an Intelligence Wall

The Models Are Improving Faster Than Our Ability to Serve What They’re Being Asked to Do. Most of the argument about where AI agents are headed is an argument about capability. Can the model plan reliably? Can it recover from its own mistakes? Can it be trusted with an action that has consequences? Those are real questions. They’re also not the ones that will decide whether agents get deployed at scale over the next few years, because there’s a nearer constraint and it’s arriving faster. Agents...