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Summary

Google retired Vertex AI in a single afternoon and replaced it with the Gemini Enterprise Agent Platform — what Sundar Pichai called "mission control for the agentic enterprise." Stephen Forte argues this is the moment AI agents got an HR system: cryptographic identity, a directory, an access gateway, and a performance review.

In this episode:

  • Why Vertex AI is gone — and what the replacement actually does
  • The four pillars of the Agent Platform translated into HR terms (hire, deploy, supervise, review)
  • The traction numbers Google disclosed: 40% QoQ growth, 8M seats, 2,800 enterprises
  • The structural reveal: Anthropic crossed $30B annualized revenue — and is now Google Cloud's largest TPU customer
  • Two concrete moves to make this quarter, plus one CEO-mirror question to leave you with

The closing line: The compute will commoditize. The control plane will not.

Sources:

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