Week 17, 2026: The control plane war has started and your vendor wants to own where work happens

General News

Summary

The piece analyzes a brewing control-plane battle as OpenAI, Google, and Tesla push to own where agentic work executes. OpenAI embeds governed workspace agents in ChatGPT with GPT-5.5 focused on long-running computer work, while Google counters with a Gemini Enterprise Agent Platform and TPU lines split for training and inference. The author warns that production agents make inference a major cost/engineering problem and that vendors owning the control plane create steep switching costs and governance risks. For Southeast Asian organizations, the article highlights sovereignty and local-context needs, and recommends starting with narrow, governed agent deployments before expanding.

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Google LLC
$100M to $250M
OpenAI
$25M to $50M
Anthropic
$10M to $25M