Topic

#Private Equity

2 articles

A glass-walled Manhattan boardroom at dusk with a blueprint of an industrial pipeline being redrawn on a wall-sized screen. The old route runs through a labeled McKinsey tower; a new route routes around it directly into a row of mid-market warehouse logos. Suited PE partners and a single Anthropic engineer in a hoodie sketch over the original.
May 10, 2026 • 13 min read

Anthropic Got $1.5B. OpenAI Got $4B. McKinsey Got Bypassed.

On May 4, 2026, Anthropic and OpenAI both announced private-equity-backed enterprise AI services firms within hours of each other. The two deals together bind $5.5 billion of fresh capital to the captive customer bases of Blackstone, Goldman, TPG, Brookfield, and Bain Capital. The target is the consulting industry, where every dollar of software is matched by six dollars of services.

#analysis#private equity#ai services