If you are approaching anything looking like an enterprise environment, you are likely to have Kubernetes nearby. ko is a weird requirement. ax requires agent substrate, so it makes sense that it's needed. Agent Substrate also has experimental support in kagent, so it makes sense that it is growing.
I don't really like the oversubscription of agent pods though, as you can no longer trust the k8s pod identity as being from a singular workload. Haven't seen a solution to this for ax yet and it is a barrier to adoption for us.