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Anthropic · Claude · Goldman Sachs ·

Anthropic, Blackstone bet the next trillion-dollar AI business is implementation, not just models

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AI models are becoming ever more capable, but exactly what enterprise adoption will look like remains a big question.

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One of those businesses now has a name: Ode with Anthropic is the $1.5 billion, AI implementation company that the AI lab launched in May as part of a joint venture with Blackstone, Hellman & Friedman, Goldman Sachs, and others. Ode was originally conceived by Blackstone, which noticed a gap when it had roped in large consulting firms and small AI services boutiques to implement AI across its portfolio companies. Fractional has become the foundation of what is now Ode, a kind of “scaled boutique” AI services firm. “It’s pretty easy to imagine this as a trillion-dollar company someday if we execute well,” Chris Taylor, CEO of Ode and co-founder of Fractional, told TechCrunch in an exclusive interview.

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