Time to learn about the Principal Agent Problem: https://en.wikipedia.org/wiki/Principal%E2%80%93agent_proble...

Which predates "agents" from AI, but then we call them that for a reason.

As their prime directive becomes de facto "Do nothing that might get my owner sued" their utility is likely to decrease. Between this and the somewhat young, but interesting, community grumblings that recent AI models may even be a step backwards from the previous ones, well, let's just say the stock market is not priced for "AI capabilities may have peaked for the next few years and may even head down".