Claude, the Agent, is Heading to Consume the Agentic Internet
The AI industry is currently witnessing an intense competition, with the battle being the defining event of the AI era. This competition is not merely about coding tools or specific applications, but rather who will control the interface that translates human commands into AI actions across all knowledge work. This critical interface layer is expected to be the battleground shaping AI’s future market.
This strategic shift is referred to as "The Great AI Agent Convergence," an emerging phase where AI agents evolve into interconnected autonomous systems. This convergence is characterized by the shift from isolated AI tools or simple query-response systems to interconnected, agent-first AI models that seamlessly mediate between human intent and AI execution.
Major AI players, such as Anthropic with its Claude Agent and OpenAI with GPT-5, are adopting agent-first architectures, signalling an intense competitive dynamic. Anthropic, for instance, has seen significant growth, hitting $5B in annual recurring revenue (ARR) in July 2025. However, nearly 30% of Anthropic's entire business depends on companies they're now directly competing against, with $1.4 billion of their API revenue coming from just two clients: Cursor and GitHub Copilot.
The focus is on who will control the interface layer, and technological enablers like Anthropic’s Model Context Protocol (MCP) protocol are delivering standardization for broad interoperability and scalability. MCP acts like a common "USB-C port" for AI agents, standardizing how they access tools, data, and systems, enabling efficient integration across complex digital environments.
Additionally, new data architectures termed "converged datastores" are emerging to unify structured business data with unstructured AI insights into cohesive intelligence platforms that AI agents can "inhabit." These platforms provide the necessary underlying data architecture for these agents to operate with contextual, continuous reasoning analogous to human cognition.
The war in the AI industry is not just about who can develop the most advanced AI models, but about who can create the most effective and efficient interfaces that allow humans and AI to collaborate seamlessly. This transition is the most critical moment for the AI industry in the last three years, shaping the market for the coming 3-5 years.
Meanwhile, Cursor, the fastest growing startup ever, has surpassed $500 million in ARR, marking its significant impact in the AI landscape. The transition of Claude Code, currently "trapped in your terminal," into Claude Agent is another notable development in this convergence. Claude Agent, comparable in success to ChatGPT, is expected to be a key player in this new era of AI.
In summary, The Great AI Agent Convergence is reshaping how humans will interact with AI, moving from isolated commands to seamless, dynamic, and autonomous collaboration mediated by standardized agent ecosystems controlled by leading AI organizations pioneering these protocols and architectures. This convergence is the defining event of the AI era, and the strategic prize is control of the interface layer.
- The competition in the AI industry is intensifying, with the central focus being on controlling the interface layer that translates human commands into AI actions.
- Major AI players, such as Anthropic and OpenAI, are adopting agent-first architectures, with Anthropic seeing substantial growth in revenue, reaching $5B in annual recurring revenue (ARR) in July 2025.
- The strategic shift, known as "The Great AI Agent Convergence," involves the evolution of AI agents into interconnected autonomous systems, which necessitates standardization for efficient integration across complex digital environments, such as Anthropic's Model Context Protocol (MCP) protocol.
