The capability of the model is no longer the bottleneck. Agents can already read telemetry, form hypotheses, and act, and the adversary is using the same capability, as campaigns like GTG-1002 demonstrate. What limits enterprise automation is what the agent gets to reason over. An agent without access to complete history operates on fragments, and fragments produce confident conclusions that are wrong in ways nobody can diagnose.
This is the argument we develop in agentic AI security needs memory, not just models: the missing layer is not intelligence, it is ground truth. An agent needs to know what normal looked like for this host over the past year, what this identity has touched before, and whether this pattern has appeared anywhere in the retained record. Those are memory questions, and memory is infrastructure, the case we make at length in AI agent memory for the enterprise. On Bloo that infrastructure is Datafabric, the system of record the agent reasons over.