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Anthropic

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Wednesday, 15 July 2026

Anthropic, Blackstone bet the next trillion-dollar AI business is implementation, not just models

TechCrunch 3 months ago 28 ● 2 sources

Anthropic and Blackstone launched Ode, a $1.5 billion AI implementation company, to deploy engineers who help enterprises integrate AI systems into their operations, following a similar move by OpenAI. Ode currently employs 100 engineers and acquired AI services startup Fractional AI as its foundation, operating on a "Claude-first" principle while remaining open to other AI models. The venture assumes that consulting services for AI deployment—not just model development—represents the next trillion-dollar business opportunity, though it faces competition from OpenAI's Deployment Company and consulting firms like Deloitte and Accenture.

OpenAI's IPO Window May Be Narrowing

The Neuron 3 months ago 17 ● 4 sources

OpenAI's path to going public is encountering obstacles from multiple lawsuits, strained relations with Microsoft, and competitive pressure from Anthropic's growing valuation. The company's valuation has been set at $80 billion in recent funding rounds, while Anthropic has reached $60 billion, narrowing the gap between the two AI labs. These combined pressures may force OpenAI to reconsider its timeline for an IPO or the terms on which it eventually goes public.

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