Glad it resonated. You hit the nail on the head regarding agents being a 'workaround', that's exactly why I categorize them as the 'Transitional phase' rather than the destination. They are essentially bots trying to navigate a web that wasn't built for them.
Your point about the visual appearance changing dynamically is the 'Holy Grail' I touch on in the 'Generative UI' section. We are currently stuck designing static screens for dynamic problems.
I agree we haven't seen a true demonstration yet. Do you think that shift happens at the App level first (e.g., a dynamic Spotify), or does it require a whole new OS paradigm (a 'Generative OS') to work?