anthropic is going after the $300B consulting sector with a new $1.5B consulting arm that seeks to put claude into every mid-size company

this is exactly what deloitte, mckinsey, accenture do... but anthropic is cutting them out. ruthless but imo the economics make sense:
> anthropic will send applied AI engineers to private equity portfolio companies to create custom-claude solutions...
> its a genius model: blackstone alone owns 250+ companies generating $300B in rev, imagine if claude doubles that and takes a fee
why? anthropic's biggest revenue earner is enterprise, their CFO: "Enterprise demand for Claude is significantly outpacing any single delivery model."
> anthropic teamed up with blackstone, goldman sachs and hellman & friedman, each putting up $300M (ZERO consulting firms in the cap table lol)
> private equity become anthropic's distribution model for enterprise. sound familiar...?
> thats because openai announced a similar venture 5 months ago but the explicit difference is anthropic is a major stakeholder in this new venture
brutal for consultants tbh