Operating thesis for enterprise AI in 2025: the bottleneck is no longer model capability - it's the coordination layer between models, tools, humans, and infrastructure. Most AI platforms still treat agents as isolated function callers. Production-grade systems need a self-observing operating layer: token budgets, confidence scores, alignment drift, resource checks - all exposed as an internal API rather than buried in logs. Without it, every capability gain just widens the surface area of things that can silently fail.