We are so unbelievably early with agents right now. The majority of companies aren’t even using coding agents at scale, let alone for the rest of knowledge work. We’re still mostly in the chatbot era of work for most of AI right now. Diffusion of tech takes time, even in the most breakneck of markets, because there are major workflows that need to be reinvented, any regulated or large business has huge governance processes for deploying new tech or agents, data needs to get into well-organized environments, and there’s technical literacy that needs to be established. All things that get solved, but takes time nonetheless. A point of comparison for technology diffusion: in 2010, a time by which every person in silicon valley knew that cloud was the future, AWS revenue was $500 million, Azure had only launched that year, and GCP was called Google App Engine. By 2025, these 3 platforms generated around $225 billion in revenue. And that’s only about 60% of the cloud market. So from the moment the tech industry saw the future of cloud to today, the market is nearly 1,000 times bigger. And it’s still growing at an insane rate. The same will happen for agents. Coding agents are like the early days of cloud computing when developers got on board for initial use cases. Then came the bigger workloads. This gives you a sense for how early we actually are in this transformation.