Accenture

“You see you know, the Accentures and Deloitte's of the world picking up 50 to a hundred million dollar development contracts. Well, largest one we've worked on so far is about two million dollars.”

“Anything you wanted to do in insurance, you needed to set up a full back-end system. I guess you could get companies like Guidewire, get Accenture, get Oracle Database Nine, or whatever was in that sense, you know, the options. That would have cost you hundred…”

“If you talk to Paul Doherty, who is the CTO of Accenture, and he's been at Accenture for three decades, he says he's never seen anything grow this fast inside big businesses, right? So if you think about headcount, think about budget, like any metric you can t…”

“When I find a founder that thinks that engineers are somebody you can just do a contract with Accenture or somebody. I'm like, you're not serious about this. Come back. If you decide to get serious.”

“Accenture posted 2.4 billion in revenue and OpenAI posted two billion in revenue.”

“And I think the consultants like Accenture and McKinsey are the leading edge of this. But I think it's going to come into software very, very quickly.”

“I think I call out Palantir because I think they realized 10 years before the rest of the kind of tech market that forward-deployed engineering and customization would be important, and I think that was a very countercultural leap at the time. You know, I, cau…”

“I think they will be more revenue generative than the foundation model companies in the next two to three years, as they often are in early stages of kind of cycles.”

“That is like what I just described right now is 10 years of work for Accenture in every enterprise on the planet or the next gen Accenture that does this in particular industries or workflows.”

“If consulting or any of these companies, any of these white-collar jobs are 20% more efficient with AI, Then everyone should adopt it, and then everyone will be, then the cost of those white-collar jobs, like audit, should be reduced by 20%.”

“The core business they're in that, you know, 99%, 90% of their revenue is other consulting, and there are few markets more primed for disruption by AI than consulting in general, because it's wide-collar work. It's very, it's already been outsourced. That's wh…”