This is going to grow into a sophisticated platform, and is what will eventually compete head on with saas. I dont think companies will build their own agents, aside from looping in tools. As the models improve, there will be less hand holding. This could end up competing with AWS/GCP
What exactly makes you think that AWS & co. don't have already two competing Agents-as-a-Service Platforms at any time?
Exactly my thoughts, AWS is due for a large rewrite/ground up rewrite from first principles to be able to fully utilize LLMs/agentic capabilities.