Seems roughly right. Might be an issue for the orgs that have issues with context, data, trust, permissions and governance already, though.
I call this Disaggregation Theory as a play, yes, on Ben Thompson’s Aggregation theory. Technology is, after all, the cyclical cycles of bundling and unbundling. Simply put, AI breaks apart work that used to require bundled human organizations. AI disaggregates execution, but re-aggregates power around context, data, trust, permissions, and governance.