Minute, I look at how Google Cloud, Microsoft, AWS, OpenAI, and Anthropic are redefining enterprise AI adoption.

Highlights

00:11 — So, in what I'm calling the AI Deployment Wars, we see the five largest AI companies — that is, Google Cloud, Microsoft, AWS, OpenAI, and Anthropic — are now all saying, or realizing, that in addition to this incredible technology they're pumping out, they have to actually ensure that all that cool stuff works for customers and that it delivers quantifiable business outcomes.

01:29 — One, we see these tech companies, who've always said, "I don't want to be in the services business," now they have to get a little bit into the services business. They are all relying on the coolest three-letter acronym of the year, FDE, for forward deployed engineers, and they're all saying they're doing this to help customers, to co-create and collaborate with customers.

02:22 — So first, Google Cloud, number one on the Cloud Wars Top 10, it announced a $750 million ecosystem fund to help partners develop agentic AI applications and capabilities that will help its customers get up to speed. OpenAI, $4.15 billion that it's investing in this — $4 billion so far itself, and outside investors have put into a new deployment company.

03:03 — Anthropic, it's about $1.5 billion, and all these companies, other than Google Cloud, it's a combination of forward deployed engineers and partners. AWS said, "We're going to put a billion dollars into it." Microsoft, $2.5 billion. It's calling it's the Microsoft Frontier Company. These numbers here together add up to $9.9 billion. I rounded up to $10 billion.

04:02 — They're (customers are) saying, "We're spending a lot of money on it, we're devoting a lot of time, we're devoting a lot of thinking and energy and focus to this, but we're not seeing the tangible business outcomes." We need to get this deep-seated engineering capability from these big tech vendors to ensure that these new AI transformation initiatives aren't just talk.

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