
AI Vendors Just Bought the Consulting Industry. Same Day.
Anthropic and OpenAI both launched PE-backed enterprise AI services firms on May 4. Combined: $11.5B. The Big Three consulting model has 18 months.
May 4, 2026 · 12 min readEvery THE D[AI]LY BRIEF article on Bain Capital — enterprise AI analysis, benchmarks, vendor comparisons, and ROI frameworks for technology and business leaders. Updated as new coverage publishes.

Anthropic and OpenAI both launched PE-backed enterprise AI services firms on May 4. Combined: $11.5B. The Big Three consulting model has 18 months.
May 4, 2026 · 12 min read