Nathaniel Whittemore

Google, they write, is not launching AI features.

Google is trying to build the operating system for the agentic enterprise.

The thesis is basically that if model performance is converging and becoming a commodity, and if inference is getting cheaper, the control layer or agentic operating system becomes the new land grab.

SiliconANGLE continues, The shift now underway across the enterprise stack moves in a clear arc, from systems of record to systems of engagement to systems of execution.

Salesforce, Workday, and ServiceNow built their empires on the first.

The web and mobile era built fortunes on the second.

The third, systems that actually do the work, is the prize Google is reaching for at Next.

So let's take a step back and try to contextualize all of these announcements.

First, let's turn back to Aaron Levy again, who writes, software going headless is inevitable in a world where agents use the tools 100x more than people do.

And the reality is for a lot of software, this is actually a huge boon to potential use cases for these platforms.

Software business models have largely been predicated on selling to the number of seats that are in the company in a given function.

And the usage of your software is constrained by how much people can do in a given day.

This means that your technology is often vastly underutilized relative to what it can actually power for the customer.

Enter agents.

Agents can work 24-7, run in parallel, and string together work across systems.

This is a big deal because now the agent can do far more than people ever could with these tools.

Instead of reviewing contracts one by one, the agent will review all of them.

Instead of manually moving data between marketing systems and across campaigns, the agent will let you run 10x more of them.

Instead of being rate limited in a client onboarding process by human steps, agents accelerate these.

And here's the key point that Aaron makes that people are just starting to discuss now.