Ah, the grand theater of commerce! Behold, as the illustrious Chamath Palihapitiya, that modern-day soothsayer of Silicon Valley, proclaims the consulting giants PwC and Accenture to be naught but hapless poultry farmers, inviting the wily fox of OpenAI and Anthropic into their cozy henhouse. What folly! What madness!
- The sage Palihapitiya declares that these consulting behemoths, in their blind zeal, are feeding the very beasts that shall devour them, all by embedding OpenAI and Anthropic tools without a modicum of control over the mystical “tokens.” Oh, the absurdity of it all!
- OpenAI, with its coffers bursting at the seams with $4 billion, and Anthropic, not to be outdone, with $1.5 billion, have set their sights on the very throne these consultants hold dear. A rivalry most comical, indeed!
- Yet, fear not, for Palihapitiya’s own brainchild, 8090, has forged a pact with EY, birthing the EY.ai PDLC-a platform so grand, it promises to bestow upon consultants the “control plane,” a magical artifact to guide the tokens to their rightful masters. A tale of hubris and ingenuity, intertwined!
On the fateful day of May 17, 2026, the billionaire venturer, with a flourish of his quill, penned a warning so dire, it echoed through the halls of X: “Thou fools at PwC and Accenture, dost thou not see? The fox dines on your future, and ye lay the table!”
If you are running a consulting business and you are deploying Anthropic or OpenAI directly into your organization (I’m looking at you PwC and Accenture) you are letting the fox into the hen house.
OpenAI and Anthropic are openly funding and starting competitors to you while…
– Chamath Palihapitiya (@chamath) May 17, 2026
“If you are running a consulting business and you are deploying Anthropic or OpenAI directly into your organization (I’m looking at you PwC and Accenture) you are letting the fox into the hen house,” quoth Palihapitiya, with a dramatic flourish. “OpenAI and Anthropic, those cunning rogues, are not merely guests but future overlords, feasting on your data and plotting your demise!”
Lo, but days prior, OpenAI unveiled its Deployment Company, a monstrosity valued at $10 billion, backed by the likes of Goldman Sachs and SoftBank. Anthropic, not to be outshone, birthed its own rival, a $1.5 billion enterprise, funded by Blackstone and Hellman & Friedman. Together, they wield $5.5 billion, a war chest to conquer the consulting realm, leaving PwC and Accenture to ponder their folly.
Tokens, the Spice of Life, and the Moats of Madness
Palihapitiya’s lament is one of structural vulnerability, a tale as old as time itself. By piping client workflows through OpenAI and Anthropic, these consultants offer their very essence to the labs, who, like voracious parasites, grow stronger with each morsel. “This is not a failure on their part,” he proclaims, “but a failure of your own making, oh blind shepherds of industry!”
His solution? A “control plane,” a magical contraption to govern the flow of tokens, the very lifeblood of AI. “Controlling the tokens is controlling the spice,” he intones, invoking the ancient wisdom of Dune. And lo, his 8090, in partnership with EY, hath birthed the EY.ai PDLC, a platform so potent, it promises to increase productivity by 70% and accelerate delivery by 80x. A marvel, indeed, rolled out to tens of thousands of EY’s minions. “We control the tokens,” he boasts, “and soon, another global partnership shall be unveiled!”
The Stakes, Oh the Stakes!
The threat is real, and the numbers do not lie. Anthropic’s revenue, a staggering $30 billion, triples with each passing year, while OpenAI’s $25 billion empire grows ever stronger. Both now poach talent, embedding their engineers within client organizations, a role once sacred to the likes of Accenture and PwC. The disruption is upon us, and the traditional consultancies, like slumbering giants, awaken too late.
Palihapitiya’s final words are a dagger to the heart: “These organizations refuse to accept the disruption, standing still or, worse, accelerating their own demise.” For those who fail to build model-agnostic infrastructure, the window closes, and the fox’s feast begins. Oh, the tragedy! The comedy! The inevitable march of progress, laced with Gogol’s absurdity.
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2026-05-18 16:02