3posts
Guardrail products are a category error. LLMs fail deterministically in production not because they lack safety filters, but because the architecture treats the model as trusted when it should be treated as an untrusted proposer. The fix is structural, not commercial.
Anthropic's 80% ROI figure for enterprise agents is not a victory for model capability. It is evidence that agents crossed into production ahead of the governance and identity infrastructure needed to control them. The triumphant ROI number and the alarming governance number are the same story.
By 2027, 40% of enterprises will demote or decommission their AI agents. Not because the models failed. Because leaders conflated two completely different things: what an agent can access and what an agent should decide alone.