operationally, i think new startups have a big advantage on setting up to be agent-first, and they might not be as good as the old human first stuff, but theyll be much cheaper and nimble for model improvements

Start ups mostly move fast skipping the necessary ceremony which large corps have to do mandatorily to prevent a billion dollar product from melting. Its possible for start ups because they don't have a billion dollar to start with.

Once you do have a billion dollar product protecting it requires spending time, money and people to keep running. Because building a new one is a lot more effort than protecting existing one from melting.