
PattyCakes 🧲
1.9K posts

PattyCakes 🧲
@CryptoPattycake
Onchain sleuth | Narrative hunter | Perp learner 💎 Finding alpha before CT wakes up 📊 Trading Journal → https://t.co/I47lsO18HK Building your own conviction


anthropic is going after the $300B consulting sector with a new $1.5B consulting arm that seeks to put claude into every mid-size company this is exactly what deloitte, mckinsey, accenture do... but anthropic is cutting them out. ruthless but imo the economics make sense: > anthropic will send applied AI engineers to private equity portfolio companies to create custom-claude solutions... > its a genius model: blackstone alone owns 250+ companies generating $300B in rev, imagine if claude doubles that and takes a fee why? anthropic's biggest revenue earner is enterprise, their CFO: "Enterprise demand for Claude is significantly outpacing any single delivery model." > anthropic teamed up with blackstone, goldman sachs and hellman & friedman, each putting up $300M (ZERO consulting firms in the cap table lol) > private equity become anthropic's distribution model for enterprise. sound familiar...? > thats because openai announced a similar venture 5 months ago but the explicit difference is anthropic is a major stakeholder in this new venture brutal for consultants tbh
















$NOK (April 7, 2026-weekly chart) Congrats to the shareholders.












