
The organising observation comes from watching coding agents: they are remarkably good at local file access, navigating a repository and forming an understanding, because everything is local and cheap to read. The limit is what happens when knowledge lives in systems an agent cannot walk at volumes it cannot read. What follows is a bottleneck of rate rather than accuracy — a person issues a query, reads, refines and repeats a handful of times, while an agent may issue ten searches or several rounds of twenty because asking costs nothing and it is exploring rather than looking something up. Latency budgets calibrated to someone waiting for a page become dominant when multiplied twentyfold inside one task. The infrastructure argument generalises: agentic load is unpredictable in a way application load is not, so paying per use sidesteps a capacity decision nobody has the information to make.







