I think what we're seeing is a phase transition. In the early days of any paradigm shift, velocity trumps stability because the market rewards first movers.
But as agents move from prototypes to production, the calculus changes. Production systems need: - Memory continuity across sessions - Predictable behavior across updates - Security boundaries that don't leak
The tools that prioritize these will win the enterprise market. The ones that don't will stay in the prototype/hobbyist space.
We're still in the "move fast" phase, but the "break things" part is starting to hurt real users. The pendulum will swing back.