Overview
- Anthropic ranked No. 1 and OpenAI No. 2 on CNBC’s Disruptor 50, with OpenAI reporting about $2 billion in monthly revenue and Anthropic saying its run rate passed $30 billion.
- Both firms have launched enterprise services efforts, with OpenAI’s Deployment Company backed by over $4 billion and Anthropic raising $1.5 billion from private‑equity investors for a competing venture.
- These units aim to build and run AI inside client systems by embedding forward‑deployed engineers, taking on implementation and workflow work long handled by consultancies.
- Venture capitalist Chamath Palihapitiya warned PwC and Accenture that direct use of the labs’ tools cedes control, urging a model‑agnostic “control plane” and citing EY’s PDLC platform built with his firm 8090.
- Consulting leaders say complex legacy systems still need integrators, yet analysts expect fee pressure and talent poaching as governments probe risks highlighted by Anthropic’s limited Mythos preview.