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240 A New AI Superagent Race Is Pitting OpenAI and Anthropic Against Microsoft and Salesforce

The Information
Aaron Holmes @ The Information · 02/12/2026 09:00 EDT

A New AI Superagent Race Is Pitting OpenAI and Anthropic Against Microsoft and Salesforce

Even as Anthropic and OpenAI unnerve stock market investors with business-focused AI products that could undermine existing enterprise software firms, the software incumbents are trying to catch up. Companies ranging from Microsoft to ServiceNow and Snowflake have come out with products designed to help customers develop AI agents, sometimes called digital co-workers, that can use a variety of enterprise apps just as humans do.

But that’s not all. As the chart below demonstrates, almost all of the AI and s

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