We’ve previously covered two related ideas: 1) how AI labs will launch dedicated agent divisions to chase final-mile revenue and proprietary data/monetization opportunities, and 2) how coding agents that break containment will expand into the broader world of knowledge work this year. Both themes converged this week as Anthropic and OpenAI each announced the launch of services businesses. Anthropic’s unnamed joint venture with Blackstone, Hellman & Friedman, and Goldman Sachs, which is backed by $1.5 billion ($300 million from each of the main partners), typically begins with a small team collaborating closely with the client to identify the areas where Claude can deliver the greatest value. There, the company’s engineers will collaborate with Anthropic’s Applied AI team to build custom Claude-powered systems designed specifically for each organization’s workflows. OpenAI’s The Deployment Company, which has backing from 19 investors such as TPG, Brookfield Asset Management, Advent, and Bain Capital, has raised roughly $4.4 billion to date at a $10 billion pre-money valuation: „Microsoft-backed OpenAI announced last month that its chief operating officer, Brad Lightcap, would move into a new position leading special projects and report directly to CEO Sam Altman.“ Lightcap would lead OpenAI’s efforts to market enterprise software via a joint venture with a private equity firm. Comme Aaron Levie l’a dit une fois, As AI agents move into knowledge work areas beyond coding, substantial effort is required to modernize IT systems, provide agents with necessary context, update workflows for agent compatibility, define the division of responsibilities between humans and agents, drive adoption, manage organizational change, and address many other challenges. Despite the vast capabilities packed into today’s AI models, there is no shortcut to reliably embedding that intelligence into business processes in a stable, effective manner. This is generating abundant opportunities throughout the market for new jobs and companies, and laboratories are equally acknowledging the vital importance of this development.
Latent.Space