I think this all rings true for where we are right now. The trend is that the agents are becoming superhuman in tasks for which there is a verifiable reward, and analysing a business problem, identifying inefficiencies and turning it into a software specification is not one of them.
However, things are changing so rapidly that I can see that starting to change as well. But it would take much better learning efficiency to understand unknown domains, 100% computer use reliability etc. I suspect we’ll see this by the end of the decade.