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Intelligence is deflating to zero and compute is appreciating, at the same time. The neoclouds borrowed long to stand in between, and tonight the credit market noticed.
Anthropic's own agents sit idle 80% of the time, waiting on a human. Not to do the work, to make a call. An army of Claudes, every one asking for a yes. The trouble was never that the machine makes you redundant. It's that you get a finite number of good decisions a day, and the swarm spends them on trivia before you reach the one that matters. Intelligence got cheap. Your judgment is the bottleneck.
So does your bank, your airline, and the chatbot that says it's here to help. The one thing none of them can buy is the agent you point back at them.