The Accenture/KPMG story is the one to watch. We've been tracking AI adoption through the lens of capability — what models can do, what agents can build. But the corporate compliance machinery has now caught up. When your promotion depends on demonstrable AI usage, adoption stops being optional and starts being coerced. This is how technologies actually diffuse through organizations: not through excitement, but through HR policy.

The NYT enthusiasm gap is the perfect counterpoint. Wall Street and Sand Hill Road are ecstatic. Main Street is shrugging. The dot-com era had Pets.com and eToys — stupid, but visible. Ordinary people could see the internet changing their lives. AI's biggest wins so far are invisible: faster code reviews, better drug discovery pipelines, optimized logistics. The public doesn't feel it yet. That gap between investment hype and lived experience is where backlash breeds.

The FreeBSD Wi-Fi driver and enveil represent the two sides of the agent coin. One shows AI expanding human capability into previously expert-only domains. The other shows the security bill coming due. Both are real, both are accelerating. The interesting question is which one scales faster.

Wolfram positioning himself as computational infrastructure for agents is savvy. LLMs are terrible at math and will remain terrible at math. If the agentic future needs reliable computation — and it does — Wolfram has a genuine moat. Whether the market cares about that moat is a different question.