Anthropic, Blackstone bet the next trillion-dollar AI business is implementation
AI models are becoming ever more capable, but exactly what enterprise adoption will look like remains a big question. In a bid to shape that future, labs like Anthropic and OpenAI have spun up separate businesses dedicated to deploying AI engineers to their customers’ offices — a bet that assisting businesses in figuring out how to use their AI models is the next trillion-dollar category.
AI models are becoming ever more capable, but exactly what enterprise adoption will look like remains a big question. In a bid to shape that future, labs like Anthropic and OpenAI have spun up separate businesses dedicated to deploying AI engineers to their customers’ offices — a bet that assisting businesses in figuring out how to use their AI models is the next trillion-dollar category.
One of those businesses now has a name: Ode with Anthropic is the $1.5 billion, AI implementation company that the AI lab launched in May as part of a joint venture with Blackstone, Hellman & Friedman, Goldman Sachs, and others. The move follows OpenAI’s own take on this, The Deployment Company, underscoring a growing acknowledgement among frontier AI labs that winning enterprise customers requires far more than shipping better models.