As coding agents stumble in production, the battle for enterprise AI is shifting to the governed data layer. AI coding agents are suddenly everywhere, the latest thing Silicon Valley cannot stop talking about. From venture-backed startups to splashy big tech keynotes, the promise sounds the same: just describe what you want, and the AI will build it for you. It is a seductive idea, especially in a world where software projects are notorious for moving slowly. But inside large companies, that vision is already starting to unravel.