CROSS-CATEGORY: Enterprise Incumbents Ship Agent Orchestration Platforms Simultaneously — SAP (200+ Agents), Google (Managed Agents), While GitHub Copilot Economics Break

The Next Web·high signal

In a single 48-hour window: SAP unveiled 200+ autonomous agents with Joule Studio at Sapphire, Google shipped Managed Agents API and the Antigravity SDK at I/O, and GitHub's month-long Copilot Pro signup pause (triggered by agentic workloads breaking unit economics) hit its refund deadline. The pattern is clear — agent orchestration is the new platform play, but the economics are unsolved. GitHub proved that per-seat pricing collapses under agent workloads, Google responded with tiered compute pricing ($100/month Ultra), and SAP is betting on free agent tooling to lock enterprises into its data ecosystem.