I agree with you in general re "agentic systems". Though they might deliberately not be trying to compete in the "agent harness" space yet.
The antigravity experiment yes was via windsurf - probably nobody expected that to take off but maybe was work that made have surfaced some lessons worth learning from.
My hunch is that Google is past it's prime, all the good PMs are gone, and now it looks like a chicken hydra with all the heads off and trying to run in multiple directs.
There is no clear vision, coherence, or confidence that the products will be around in a another year