I think both product and engineering is lacking. The only thing that works great today is the LLM model themselves.

Everything is dependent on "agents", but there are either barely any scaffold around them or it is full speghetti, at least it's hard to find one that's well constructed.

For instance, humans zoom around in cars, these cars don't spontaneously combust (most of the time), have seatbelts and airbags, and don't need engine oil replacement every 1 mile. Humans are amazing, the cars are also relatively solidly engineered (at least the ones we drive around today).

The agent product that we have today are decidedly NOT that. Maybe for a single week openclaw was it - and then it decided to add a trawler and a fishhook to the car along with 1000 other addition because why not? And that has been true for almost every one of the LLM/AI product I have seen.

I think the winners here, such as it is, will be the companies that have an actual specialized service that actually does something, where any "agentic" functionality is on top of that.