Revisable by Design: A Theory of Streaming LLM Agent Execution

Current LLM agents operate under an implicit but universal assumption: execution is a transaction -- the user submits a request, the agent works in isolation, and only upon completion does the dialogue resume. This forces users into a binary choice: wait for a potentially incorrect output, or interrupt and lose all progress. We reject this assumption and propose the stream paradigm, in which agent execution and user intervention are concurrent, interleaved processes sharing a bidirectional channel. We formalize this paradigm through a reversibility taxonomy that classifies every agent action as Idempotent, Reversible, Compensable, or Irreversible, and arrive at a core conclusion: an agent's flexibility is bounded by its reversibility. We prove that conflicting compensable actions impose unavoidable adaptation costs and that conflicting irreversible actions make full specification satisfaction impossible -- these costs are properties of the action space, not of the algorithm. Guided by this insight, we present the Revision Absorber, a reactive algorithm based on the Earliest-Conflict Rollback rule that is structurally optimal under mild assumptions. Experiments on StreamBench with real LLM agents validate all predictions: the Absorber matches the quality of a brute-force full-restart baseline while wasting an order of magnitude fewer steps of already-completed work, turning mid-execution revisions from a dead-end into a first-class interaction.