The market priced Horizon 3 destruction at Horizon 1 speeds. The reality is far more nuanced: the constraint is trust, not capability.
The Deployment Overhang
The gap between what agents CAN do and what organizations ALLOW them to do is the defining feature of the current moment. Agents are already capable of far more autonomy than enterprises permit.
The Empirical Evidence (Anthropic February 2026 Data)
- Tool chaining: +37% in 4 months (5.2 → 7.1 tools per session)
- Session duration: 99.9th percentile runs extending dramatically (~2x since Jan 2025)
- Auto-approve rate: Trust scales with experience, not capability
- Architecture: 99% single-agent — multi-agent is visible but pre-production
What This Tells Us
Agents need existing software — for now. Claude Code operates through GitHub, Jira, Slack. Agentforce runs on Salesforce’s data layer. The agentic economy is built on top of and through the existing SaaS stack. Disruption AND scaffolding.
The sell-off priced Horizon 3 destruction at Horizon 1 speeds. What you build during the trust-gated phase determines your position when the gates open.









