Monolithic agent platforms that try to own everything will lose to composable stacks where you can swap each layer independently. I think the "Boss" orchestrator spawning specialized agents is the right call imo.
Open-source matters here because the defensible part isn't the orchestration UI, it's the accumulated process knowledge each org builds on top. Tried to map out why monolithic agent platforms are a trap: https://philippdubach.com/posts/dont-go-monolithic-the-agent...