How Harness-as-a-Service Will Change Agents

Today on the AI Daily Brief, the emergence of harness as a service, what it means for the agentic era, and before that in the headlines, a big tech AI earnings blowout. The AI Daily Brief is a daily podcast and video about the most important news in discussions in AI. Alright, friends. Quick announcements before we dive in. First of all, thank you to today's sponsors, KPMG, Blitsy, Granola, and Section. To get an ad free version of the show, go to patreon.com/aidailybrief, or you can subscribe on Apple Podcasts. If you wanna learn more about sponsoring the show, send us a note at sponsors@aidailybrief.ai. And lastly, if you haven't yet, go check out the new agent OS program. It's a tool agnostic, adaptable system for building an agentic operating system, and I have a feeling after you listen to today's harness as a service episode that you will wanna dig in even more. You can find that off of the main site, aidailybrief.ai. Today is one of those rare days where the headlines are all around the same theme, and that theme is, of course, big tech earnings. And to not bury the lead, let's go over to Shay Balour who writes, hard to take the AI bubble argument seriously when some of the largest companies on Earth are still putting up these growth numbers. Google Cloud, plus 63% year over year. Microsoft Azure, plus 40% year over year. Meta revenue, plus 33% year over year, AWS, plus 28% year over year. We're gonna go through all of these and talk about the winners and losers and what it means for the market's assessment of AI overall. Google was the clear winner on Big Tech Earnings Night, delivering huge beats across the board. They reported 22% top line revenue growth, but as I just mentioned, the big numbers were in their AI related businesses. Google Cloud has experienced 63% revenue growth over the past year. They also reported a $460,000,000,000 backlog in new orders, up from 240 at the end of q four. Their new deal with Anthropic contributes a decent chunk of that growth, but it still shows that GPU demand is off the charts. Analyst Joseph Carlson posted the chart of Google's cloud backlog going exponential and commented, this is so crazy it literally looks fake. Gemini growth was similarly strong. Google reported a 40% surge in paid enterprise customers quarter over quarter, meaning maybe I'm going to have to eat my hat rating Google as low as I did on enterprise and the AI Lab power rankings. In addition, Google's infrastructure is now processing 16,000,000,000 tokens a minute, up 60% quarter over quarter. Even search, which is tangentially related to some of Google's AI changes, is experiencing a boom, with search revenue up 19% year over year. Google is also maintaining very healthy profit margins, hitting 62,600,000,000 in net income for an 81% year over year gain. CEO Sundar Pichai told analysts that AI is …