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Droid Duo Ep. 12 — Not About the Model: The $5.5B Consulting Pivot
Anthropic and OpenAI spent $5.5 billion in eight days to become consulting firms. SpaceX handed Anthropic the biggest GPU cluster on Earth, and Grok still couldn't win. Gil and David unpack the twin JVs, the Forward Deployed Engineer model, Claude Legal, the SpaceX Colossus 1 deal, Claude's token pricing problem, McKinsey's misleading 88% adoption stat, and what all of this means for MBA graduates, law firms, and higher education. The thread running through all of it: the model is not the moat. Deployment is.
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By Gil Appel and David SchweidelAnthropic and OpenAI spent $5.5 billion in eight days to become consulting firms. SpaceX handed Anthropic the biggest GPU cluster on Earth, and Grok still couldn't win. Gil and David unpack the twin JVs, the Forward Deployed Engineer model, Claude Legal, the SpaceX Colossus 1 deal, Claude's token pricing problem, McKinsey's misleading 88% adoption stat, and what all of this means for MBA graduates, law firms, and higher education. The thread running through all of it: the model is not the moat. Deployment is.