Jaeden Schafer

Like I should mention that it's not just OpenAI who's going through these consultants.

In the last couple of months, Anthropic did some deals with Deloitte and Accenture.

And so I'm so curious when like both of them are working with a company, for example, like Accenture, like who is Accenture going to go when their consultants go into an organization and recommend how to implement AI?

Like which company is going to be promoted or recommended when they when they have, you know, these deals with both OpenAI and Anthropic?

Open AI right now, they emphasize that enterprises are basically the core focus of this year, 2026.

Their CFO, Sarah Fryer, she was highlighting how kind of this enterprise growth in January is really important, and they were seeing some great growth.

And then she said that they had already secured a whole bunch of really big deals this year with Snowflake, ServiceNow, and

And they also named Bara Zof to lead their enterprise sales efforts.

So they're putting a big push, a big focus.

I mean, this is kind of what they said they're going to focus on this year.

There are two different strategies now come from OpenAI and Anthropic.

Anthropic building more of these like customized tools to be deployed easier and all of the

and everything that you need to be able to deploy those inside of the organization, and OpenAI, just hoping that the consultants can drive the change with what they have going on.

So I think both companies are kind of moving beyond an era where they just release the greatest model, they try to get the headlines, they try to say, look, ours is the best, and let people find out, I think right now, how they're fighting this quote-unquote battle, or how they're trying to compete with

is that they're saying, look, agents are not just going to transform a company because they're impressive.

It's going to only transform them if there's all the right tools.

So governance, customer, like it's, you know, it's customizable.

It's economically defensible, like it actually has positive ROI.

And so I think that means the hype cycle hopefully is over.

And now it's kind of this infrastructure and implementation phase where these organizations need to actually start taking what's out there and figuring out how to get positive ROI, how to implement it.