Agent Observability Platforms Miss the Analysis Problem

1 in every 5 founders I meet in the Bay Area is building an observability platform for agents. There are so many observability platforms, yet the least mature part of building an agent is still telemetry. Everyone is trying to solve the wrong problem with observability. Visibility is the easiest piece. The hard part is analyzing and understanding what you’re observing. I’ve spoken to teams recording 100k+ traces every single day. What are they doing with those traces? Literally nothing. Because it’s impossible to read and summarize 100,000 traces at any human scale. So stop vibecoding those stupid dashboards, and how about you re-center the problem from first principles?