TechCheck Pressure on the AI Agent narrative 12/3/25
Dec 3, 2025
Deirdre Bosa, a technology reporter with a keen focus on enterprise AI and cloud trends, joins the conversation to dissect the shifting landscape of AI. She highlights how Microsoft is facing challenges amidst pressure on AI sales quotas. Bosa discusses how OpenAI is pivoting from agents to core models, while Anthropic sees growth through API adoption. The talk also delves into why developers prefer customizable models over fixed agents and the longer timeline expected for agent adoption in enterprises.
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APIs Outpacing Agents In Enterprise
- Enterprise spending is shifting from top-down agent deals to bottom-up API adoption by builders.
- Ramp data shows Anthropic's API growth outpacing agent-focused offerings even as OpenAI's momentum moderates.
Microsoft Diversifies Away From One Partner
- Microsoft leaned heavily on OpenAI but Anthropic's Claude is the fastest-growing enterprise model.
- Microsoft then invested up to $5 billion in Anthropic to diversify its AI partnerships and reduce dependence on OpenAI.
Agent Hype Meets Deployment Reality
- Agents are proving more complex to deploy at scale than early hype suggested.
- Expect a longer timeline for agent ROI — possibly a multi-year or multi-decade story according to industry voices.