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Anthropic and Wall Street institutions, including Blackstone, jointly established the joint venture Ode with Anthropic, which has completed its first acquisition since launching in July by buying the AI consulting firm Casper Studios.
This company has only about a dozen technical consultants and has served clients such as Netflix, Pepsi, and some private equity and hedge funds. Its scale is modest, but the timing is quite thought-provoking.
This deal is happening at a moment when everyone is rethinking the commercialization of AI.
Over the past year, the hottest market narrative has revolved around models, chips, and computing power. Whoever had the stronger model, the tighter supply of cards, or the more aggressive capital expenditure looked more like the protagonist of the era. But when it comes to the enterprise side, the real problem is often not “whether the model is strong enough,” but rather “who will integrate it into the workflows, who will clean up the data, who will overhaul the organization, and who will take responsibility for the final results.”
Models are increasingly like engines; implementation is increasingly like hard, thankless work.
And what Anthropic is doing now is charging straight at that hard work.
