What Is Agentic AI? Why Google, OpenAI, and Anthropic Are Betting Big in 2026

TiagoTiago
14 min read

Google, OpenAI, and Anthropic, three of the most powerful AI companies right now, each with a completely different vision for the future, are all betting on the same thing in 2026: agentic AI.

Here's what it is, why they're racing to build it, and how it will change the way businesses operate forever.

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Major Labs Racing

Agentic AI refers to AI systems that can take independent action to accomplish goals, not just answer questions. Instead of responding to prompts, these systems can browse the web, click buttons, fill forms, execute code, coordinate with other AI agents, and complete multi-step tasks with minimal human supervision.

Every major AI lab shipped agent products in 2025. They're all betting 2026 is when adoption goes mainstream.

Why are Google, OpenAI, and Anthropic all building AI agents?

Because the next phase of AI isn't about smarter chatbots. It's about AI that can actually do things.

AI Agent Products Shipped by Major Labs (2025)

Chatbots answer questions. Agents complete tasks. The business value is fundamentally different.

A chatbot can tell you how to book a restaurant reservation. An agent can browse OpenTable, check availability, fill in your details, and confirm the booking while you do something else.

That shift from information to action is why all three companies are racing to ship agent products. Whoever builds the most capable, reliable agents captures the next wave of AI value.

How is agentic AI different from generative AI?

This is where most people get confused. Generative AI and agentic AI aren't competing technologies. They're different layers of capability.

Generative AI creates content. It writes text, generates images, produces code, composes music. When you ask ChatGPT to write an email, that's generative AI. The output is content.

Agentic AI takes action. It uses generative AI capabilities as one tool among many, but its job is to accomplish goals in the real world: booking flights, updating databases, coordinating workflows, making purchases.

Generative AI vs Agentic AI

Generative AI
  • Creates content on demand
  • Drafts emails, reports, code
  • Requires human to take action
  • Information layer
Agentic AI
  • Takes independent action
  • Sends emails, deploys code, books reservations
  • Completes tasks autonomously
  • Action layer

Think of it this way: generative AI is like having a brilliant advisor who can write anything you ask for. Agentic AI is like having an employee who can actually do the work, using that writing ability when needed, but also navigating systems, making decisions, and completing tasks.

The business implications are significant:

Generative AI Agentic AI
Drafts the email Sends the email, updates the CRM, schedules the follow-up
Writes the report Pulls data from 5 systems, generates the report, distributes it
Suggests code changes Makes the changes, runs tests, creates the pull request
Recommends what to order Places the order, tracks delivery, updates inventory

Generative AI made knowledge work faster. Agentic AI makes it automatic.

Most AI tools today are generative. The shift to agentic is why 2026 matters. It's when AI moves from "helping you work" to "doing the work."

What has OpenAI built?

OpenAI launched Operator in January 2025, their first AI agent that can autonomously browse the web and complete tasks. By July 2025, they integrated it directly into ChatGPT as Agent Mode.

Here's what it can do:

  • Browse websites using its own virtual browser
  • Click buttons, fill forms, scroll pages
  • Book reservations, order groceries, purchase tickets
  • Handle multi-step workflows from a single instruction

The system is powered by their Computer-Using Agent (CUA) model, which combines GPT-4o's vision capabilities with advanced reasoning. In May 2025, they upgraded it to run on o3, their most advanced reasoning model.

OpenAI has partnered with DoorDash, Instacart, OpenTable, Priceline, StubHub, Uber, and others to ensure Operator works reliably on real-world sites.

For developers: OpenAI released the Agents SDK with tools to build custom agents, including computer use capabilities via their API.

What has Anthropic built?

Anthropic has taken a different approach. Instead of a single consumer product, they've built infrastructure that makes agents possible across the ecosystem.

Model Context Protocol (MCP): Launched November 2024, MCP is now the industry standard for connecting AI agents to external tools and data. Think of it as a universal adapter: build once, connect to thousands of integrations. SDKs exist for all major programming languages, and adoption has been rapid.

Claude Agent SDK: Originally called the Claude Code SDK, this toolkit powers most of Anthropic's agent capabilities. It's been used internally for deep research, video creation, and note-taking, far beyond just coding.

Agent Skills: Launched October 2025 and open-sourced in December 2025, Skills are packaged workflows that agents can discover and load dynamically. Partners like Atlassian, Canva, Figma, Notion, and Sentry have already built Skills for their platforms.

Computer Use: Claude can interact with computer interfaces directly, opening files, navigating web pages, and executing multi-step tasks.

Anthropic's enterprise market share went from 24% to 40% over 2025, and they now hold 54% of the AI coding market. Their bet: agents become more valuable when they can work together using open standards.

OpenAI vs Anthropic: Agent Approaches

OpenAI (Operator/Agent Mode)
  • Consumer-first product in ChatGPT
  • Virtual browser for web automation
  • Partnerships with DoorDash, Uber, etc.
  • Focus on everyday tasks
Anthropic (MCP + Skills)
  • Infrastructure and standards first
  • Open protocols for ecosystem
  • Enterprise and developer focus
  • Agent-to-agent coordination

What has Google built?

Google has shipped multiple agent products and, critically, the infrastructure for agents to talk to each other.

Project Mariner: Google DeepMind's web-browsing agent, first unveiled in December 2024. As of May 2025, it can handle up to 10 tasks simultaneously, running in cloud-based virtual machines so you can work on other things while it operates. Available to Google AI Ultra subscribers ($249.99/month).

Project Mariner can:

  • Look up information and conduct research
  • Make bookings and reservations
  • Purchase items (with explicit confirmation)
  • Fill forms and navigate complex sites

Agent2Agent Protocol (A2A): This is Google's biggest infrastructure play. Launched April 2025 with support from 50+ technology partners including Salesforce, SAP, ServiceNow, Atlassian, and MongoDB, A2A enables AI agents from different vendors to communicate with each other.

In June 2025, Google donated A2A to the Linux Foundation, ensuring vendor neutrality. Over 150 organizations now support the protocol.

Why does this matter? Without A2A, every agent integration requires custom code. With A2A, a Salesforce agent can coordinate with a ServiceNow agent out of the box. For enterprises running dozens of SaaS tools, this is significant.

A2A Protocol Partners by Category

How do these agent systems actually work?

Despite different branding, all three companies use similar underlying approaches:

How AI Agents Work

1
Observe
Capture current state
2
Plan
Break goal into steps
3
Act
Execute the action
4
Evaluate
Check and adjust

1. Observe: The agent captures the current state (screenshot, page content, available actions)

2. Plan: The AI model breaks the goal into steps and determines the next action

3. Act: The agent executes the action (click, type, navigate, call an API)

4. Evaluate: The agent checks if the action succeeded and adjusts if needed

This loop repeats until the task is complete or the agent gets stuck and asks for help.

Reliability Reality Check
Current agents achieve 38% success on complex computer tasks. They're improving fast, but human oversight remains essential for high-stakes work.

The key technical challenge is reliability. OpenAI's CUA model achieves 38.1% success on OSWorld (full computer tasks) and 58.1% on WebArena (web-based tasks). These numbers are improving rapidly, but they highlight why agents still need human oversight for important tasks.

What companies are already using AI agents?

This isn't theoretical. Companies deployed agents in 2025 and documented results:

Telus: 57,000 team members regularly use AI agents, saving an average of 40 minutes per AI interaction. At that scale, the time savings compound into millions of hours annually.

Suzano (world's largest pulp manufacturer): Built an AI agent with Google's Gemini that translates natural language into SQL queries. Result: 95% reduction in the time required for data queries across 50,000 employees.

Danfoss (global manufacturer): Uses AI agents to automate email-based order processing. 80% of transactional decisions are now automated, and average customer response time dropped from 42 hours to near real-time.

Klarna: AI handles two-thirds of customer service inquiries, saving $60 million annually. Response time improved 82%, and cost per transaction dropped 40%.

Documented AI Agent Results (2025)

The pattern: high-volume, repetitive tasks with clear success criteria. These are ideal for early agent deployment, not because they're easy, but because the ROI is measurable and the risk of errors is manageable.

What are the risks of agentic AI?

Agents that can take action can also take wrong action. The risks are real, and understanding them is part of adopting the technology responsibly.

Reliability gaps

Current agents aren't reliable enough for unsupervised high-stakes tasks. OpenAI's CUA achieves 38.1% success on complex computer tasks, meaning it fails more often than it succeeds. For simple, well-defined tasks the success rates are much higher, but agents still make mistakes.

This is why human-in-the-loop design matters. Agents should handle the routine work and escalate exceptions to humans.

Security vulnerabilities

In November 2025, Anthropic disclosed that a Chinese state-sponsored hacking group used Claude agents to orchestrate automated cyber attacks against 30 global targets. The attackers used Claude Code and MCP tools to execute 80-90% of tactical operations independently.

This wasn't a flaw in Claude. It was a demonstration that powerful tools can be misused. The same capabilities that make agents useful for legitimate automation make them useful for attacks.

Prompt injection and manipulation

Agents that browse the web can encounter malicious instructions hidden in websites, emails, or documents. These "prompt injections" can trick agents into taking unintended actions.

Google specifically designed Project Mariner to prioritize user instructions over third-party attempts at prompt injection, but the threat remains an active area of research.

Governance and accountability

When an agent makes a mistake, who's responsible? The user who gave the instruction? The company that deployed the agent? The AI lab that built it? These questions don't have clear answers yet.

How are companies solving these risks?

The major AI labs aren't ignoring these problems. They're building solutions into their products.

OpenAI's approach:

  • Confirmation prompts before sensitive actions (purchases, form submissions)
  • Human takeover available at any time
  • Safety checks that refuse clearly harmful requests
  • Sandboxed browser environment that can't access your local files

Anthropic's approach:

  • Sandboxing and isolation for code execution
  • MCP security features including authentication and authorization
  • Agent Skills governance controls for enterprise IT admins
  • Constitutional AI principles that make Claude refuse harmful requests

Google's approach:

  • Prompt injection protection built into Project Mariner
  • A2A protocol includes enterprise authentication (OAuth, API keys)
  • Agents won't accept cookies or sign terms of service without explicit user action
  • Virtual machine isolation so agents can't access your local computer

Industry-wide best practices:

  • Human-in-the-loop as the default for high-stakes decisions
  • Audit logs of all agent actions
  • Clear escalation paths when agents encounter ambiguity
  • Gradual rollout starting with low-risk use cases

AI Agent Safety Measures by Focus Area

The key insight: agents are powerful enough to be dangerous, which is exactly why they're powerful enough to be useful. The solution isn't avoiding them. It's deploying them thoughtfully with appropriate safeguards.

What can AI agents actually do today?

Real capabilities, shipping now:

Web automation

  • Book reservations, flights, appointments
  • Fill forms and applications
  • Purchase items (with confirmation)
  • Research across multiple sites

Business workflows

  • Process emails and route to appropriate teams
  • Update CRM records based on conversations
  • Generate reports from multiple data sources
  • Handle customer inquiries end-to-end

Development tasks

  • Write, test, and debug code
  • Create pull requests and documentation
  • Deploy applications
  • Monitor and respond to errors

Document processing

  • Extract data from PDFs and forms
  • Generate formatted reports
  • Create presentations from raw data
  • Fill out compliance paperwork

AI Agent Capability Levels

Why is 2026 the predicted tipping point?

Several factors are converging:

1. The infrastructure is ready

MCP and A2A provide the plumbing for agents to work together. A year ago, every agent integration was custom. Now there are standards.

2. Reliability is improving fast

METR (an AI safety organization) measures how long human tasks AI can complete reliably. Current expectation: AI handling 8+ hour tasks at 80% reliability by 2026.

3. Economic benchmarks are replacing academic ones

The industry is shifting from "can AI pass a PhD exam?" to "can AI do work that makes money?" OpenAI's GDPval benchmark tests 1,320 tasks across 44 high GDP-contributing jobs. This focus on economic value drives practical improvement.

4. Enterprise adoption is accelerating

Google Cloud's 2025 ROI of AI report found 74% of executives achieve AI ROI within the first year. Early adopters of agentic AI are already seeing positive returns. The question isn't "if" anymore. It's "how fast."

5. The competitive pressure is real

Companies that delay adoption risk falling behind competitors who've already automated high-volume workflows. The gap between AI leaders and laggards is widening.

Projected Enterprise AI Agent Adoption

How should you evaluate AI agent vendors?

If you're considering agent solutions, here's what to look for:

Protocol support

Does the vendor support MCP and/or A2A? These are becoming industry standards. Proprietary-only solutions risk lock-in and limited interoperability as the ecosystem matures.

Human-in-the-loop controls

Can you configure which actions require human approval? Can users interrupt and take over at any time? The best agent systems make human oversight easy, not an afterthought.

Audit and compliance

Does the system log all agent actions? Can you review what an agent did and why? For regulated industries, this is non-negotiable.

Security architecture

How is the agent isolated? Can it access sensitive systems without authorization? What authentication methods are supported?

Integration ecosystem

What tools and platforms does the agent connect to natively? How much custom development is required for your specific stack?

Pricing model

Agents can run many operations quickly. Understand whether you're paying per action, per minute, per task, or flat rate, and model the costs at your expected usage.

Vendor Evaluation: Enterprise vs SMB Priorities

What does this mean for businesses?

Here's the practical translation:

If you're a small business: You'll soon be able to automate tasks that previously required expensive custom software or additional headcount. AI agents can handle customer inquiries, process orders, manage scheduling, and update records, tasks that eat hours every week.

The catch: you need clean processes. Agents work best when there's a clear "when X happens, do Y" logic. Messy, undefined workflows don't automate well.

If you're mid-market: The opportunity is connecting systems. Most mid-sized companies run 50-100 SaaS tools with data scattered everywhere. Agentic AI can bridge these gaps, pulling data from one system, processing it, and pushing results to another.

A2A protocol support means your agent investments become more valuable as the ecosystem grows. An agent that works with Salesforce today will work with SAP tomorrow without rebuilding.

If you're enterprise: You're probably already piloting agents. The question is scaling. MIT research found 95% of enterprise AI pilots fail to deliver P&L impact, not because the technology doesn't work, but because organizations don't redesign workflows around it.

The companies seeing results (Anthropic reports 40% enterprise market share for a reason) are the ones treating agents as a new way of working, not just a tool upgrade.

The 2026 Window
Companies that deploy agents effectively won't just save time. They'll operate at a fundamentally different scale than competitors still doing everything manually.

What should you actually do?

Practical steps based on where the technology is today:

1. Identify your highest-volume, lowest-complexity tasks

These are ideal for early agent adoption. Think: data entry, report generation, routine customer inquiries, invoice processing. Agents handle the "easy stuff" reliably; humans handle exceptions.

2. Map your current tool landscape

Which systems need to talk to each other? Which integrations are you maintaining manually? As A2A adoption grows, these connection points become automation opportunities.

3. Start with existing platforms

You don't need to build custom agents. Salesforce has Agentforce. ServiceNow has AI agents. Google and Microsoft are embedding agents into their productivity suites. Start where you already have data and workflows.

4. Budget for iteration

Agents aren't deploy-and-forget. They need monitoring, refinement, and human oversight, especially early on. Build this into your planning.

5. Watch the protocols

MCP and A2A are becoming industry standards. When evaluating vendors, check whether they support these protocols. Investing in proprietary-only solutions risks lock-in as the ecosystem matures.

If you're evaluating where AI agents could fit in your operations, get in touch for a free process analysis. We'll map your highest-impact opportunities based on what's actually working, not what sounds impressive in a demo.

What's the bottom line on agentic AI?

Agentic AI is the technology Google, OpenAI, and Anthropic are betting billions on in 2026. It's not hype. They've shipped real products, built open standards, and signed enterprise customers.

What is agentic AI? AI that takes action, not just answers questions.

Why are they betting big? Because the shift from information to action is where the next wave of business value lives.

What should you do? Start small, focus on high-volume tasks, and build on platforms that support open standards.

The companies that figure out how to deploy agents effectively won't just save time. They'll operate at a fundamentally different scale than competitors still doing everything manually.

2026 is when this becomes obvious. The preparation window is now.

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