> 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)
> Most agent actions on our public API are low-risk and reversible. Software engineering accounted for nearly 50% of agentic activity, but we saw emerging usage in healthcare, finance, and cybersecurity.
via Anthropic
https://www.anthropic.com/research/measuring-agent-autonomy
this doesn’t answer your question, but maybe Google is comfortable with driving traffic and dependency through their platform until they can do something like this
> (e.g. approximately nobody who is receiving them is paying for those summaries at the top of search results)
Nobody is paying for Search. According to Google's earnings reports - AI Overviews is increasing overall clicks on ads and overall search volume.