Tony Seale, The Knowledge Graph Guy, identifies a growing disconnect in the way the industry builds AI agents. On one hand, the industry is investing heavily in orchestration frameworks: LangGraph, CrewAI, AutoGen, Semantic Kernel, OpenAI Agents SDK, AWS Bedrock, Google ADK — each with its own orchestration graphs, state machines, and routing logic. On the other, leading-edge practitioners have moved to the "powerful model in a powerful harness" paradigm (Claude Code, Codex, OpenClaw, Hermes).

The collapse of frameworks. Early frameworks were necessary when models couldn't handle multi-step tasks on their own. Anthropic quote: "Every component in a harness encodes an assumption about what the model can't do on its own, and those assumptions can quickly go stale as models improve." Scaffolding built for a limited model handicaps an intelligent model. It should decrease over time, not accumulate. What remains is simple: a powerful model in a powerful harness. Many, interacting, collaborating. No framework required.

Isolated agents are not enough. Access to the computer ≠ understanding. Give an agent 1000 documents: it searches, hopes, guesses. Multiply that by 50 agents without a shared world model and you get intelligence that is isolated but incoherent in combination. At enterprise scale, the information environment needs structure — a shared domain model, with the human in the loop.

The symmetry. The answer is to apply the same simplification on the data side. The model sits in a harness that gives it access to the computer; the data sits in an ontology that gives it structure and meaning. The ontology defines what exists, its properties, its relationships — the interface through which agents understand data. Two symmetric patterns: (powerful model + powerful harness) and (powerful data + powerful ontology).

The Semantic Agent. Their combination produces the Semantic Agent: (Model + Harness) + (Ontology + Data). It doesn't just generate, it starts to understand. Everything else is scaffolding — useful for a while, but bound to come down.

What you own. Everyone has access to the same frontier models; anyone can build a harness. That's commodity, and it's thinning out every day. What is NOT commodity: your ontology, your domain model, the structured and linked knowledge that captures how your organization understands the world. Frameworks are a transitional phase. Models are rented. The only thing left to build — and that you own — is knowledge.