OpenAI and Anthropic have entered joint ventures with TPG, Blackstone, Goldman Sachs, and Bain Capital, committing $5.5 billion to expand AI consulting services. This strategic move aims to embed AI engineers into thousands of mid-market portfolio companies, leveraging a model similar to Palantir's forward-deployed engineers. The partnerships are designed to integrate AI solutions directly within client operations, bypassing traditional consulting firms. Goldman Sachs' involvement provides Anthropic with access to fintech sectors, including wealth management, lending, and insurance. Notably, one of the deals, likely OpenAI's, promises a 17.5% annual return for investors, despite the company's projected $14 billion losses. This initiative poses a competitive threat to established consulting firms by capturing both technology and services revenue, potentially increasing client retention through embedded engineering teams.