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Google CEO Sundar Pichai Publicly Admits Google Is 'a Bit Behind' Anthropic and OpenAI in Agentic Coding as Microsoft Moves to Token-Based Copilot Billing

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Summary

Google CEO Sundar Pichai acknowledged in a CNBC interview that 'when it comes to agentic coding with tool use, and instruction following, long-horizon tasks, I think we are a bit behind at this moment' — the first on-record admission by a major frontier lab CEO of a strategic capability gap versus Anthropic's Claude Code. The article details how Google (Gemini Code Assist) and Microsoft (GitHub Copilot CLI with token-based billing effective June 1) are both pivoting to close the gap as Claude Code's enterprise developer market share widens. Alert copy draws from verified search snippets; CNBC article body not retrieved due to paywall.