TLDR Tech / Founders
AI Accenture, not Accenture for AI
There are three real flavors of AI services right now, and the bet to take isn't a body shop of elite generalists or the labs' own consulting arms whose engineers quietly work for their sponsor's lock-in. It's the inverted shape, a product company that delivers a service, where you build an internal agent and context layer and use it to serve one narrow customer cheaper and faster than anyone else can. The tell is whether they'll do anything for anyone, or whether they have religious beliefs about what they won't touch. The next Accenture isn't Accenture with AI on the front of the brochure, it's a company that rebuilt how services get delivered from the ground up.
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