When the AI Labs Become the Consulting Firms: OpenAI's Deployment Company, Anthropic's $1.5B Goldman-Blackstone JV, and the Quiet Disintermediation of the Systems Integrator
In a single week, OpenAI launched a Deployment Company with Bain, Goldman Sachs, and SoftBank, and Anthropic announced a $1.5B enterprise-services joint venture with Goldman and Blackstone. Two announcements, one playbook — frontier-AI labs absorbing the systems-integrator layer that Accenture, Deloitte, IBM, and Cognizant have owned for two decades. This is the structural shift behind the headlines.
28 min readMichael Eakins
OpenAIAnthropicEnterprise AI+8