3.2T Hermes tokens through OpenRouter last week plus a 22-point SWE-bench Pro delta from scaffold choice is enough to make this feel like wallet-level order flow, not another agent wrapper. If the harness owns memory, tools and execution traces, model vendors start looking like interchangeable L1 RPCs: useful, expensive, and eventually competed down while the sticky state sits one layer above. The catch is custody; local SQLite plus markdown beats SaaS lock-in, but once session traces feed post-training, users need provenance and revocation controls or the next moat becomes a data-rights fight.

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