Earlier quoted context omitted.
Gemini just doesn’t do even mildly well in agentic stuff and I don’t know why. OpenAI has mostly caught up with Claude in agentic stuff, but Google needs to be there and be there quickly
Because Search is not agentic. Most of Gemini's users are Search converts doing extended-Search-like behaviors. Agentic workflows are a VERY small percentage of all LLM usage at the moment. As that market becomes more important, Google will pour more resources into it.
I do wonder what percentage of revenue they are. I expect it's very outsized relative to usage (e.g. approximately nobody who is receiving them is paying for those summaries at the top of search results)