Competition will heat up as AI-native challengers begin to chip away at market leaders across business processes and create new market segments that were previously unaddressed by software. In addition, new entrants are rapidly growing and disrupting the market with leaner operating models.
Right after Facebook went public, there was a concern about this mobile transition, and their stock went from $42 to like $18. That was fear of a technology disruption. I've never seen a disruption that had this much anxiety and go across so many companies.
OpenAI is enlisting some of the world's biggest consulting firms in its fight to dominate the enterprise AI market.Today the AI company announced partnerships with Boston Consulting Group, McKinsey & Company, Accenture, and Capgemini that will see the consulting firms helping to sell and implement OpenAI's new Frontier AI agent platform. The consultants will help their clients redesign workflows, integrate AI agents with software tools and systems, help clients with change management, and provide industry-specific expertise OpenAI doesn't have in-house.
ChatGPT owner OpenAI has a workforce double the size of Anthropic, while Microsoft Corp. and Alphabet Inc.'s Google have 228,000 and 183,000 staff respectively, and boast enormous capital positions and distribution networks. Yet Anthropic's AI tools for generating computer code and operating computers go beyond anything these larger companies have managed to launch. OpenAI and Microsoft have struggled to ship products with as much impact recently.
