'We have maybe 20 months' to rebuild for AI agents, Meta's infrastructure VP tells VB Transform 2026

What happened

Barak Yagour, Meta's VP of Infrastructure, warned at VB Transform 2026 that agentic query growth has outrun infrastructure capacity — a 30x surge in six months.

Context and impact

One engineer now spawns 10+ agents, each spawning subagents — a 1,000-person org can generate the load of 100,000 users overnight. Three core problems: capacity, agent identity, and data pipelines.

Details

• Growth: 30x increase in agentic queries in 6 months
• Timeline: ~20 months to rebuild infrastructure
• 3 core problems: capacity, agent identity, real-time data pipelines
• Affected companies: LinkedIn, Walmart, Zendesk already hitting limits
• Context: VB Transform 2026, July 14-15, 2026