Accenture

3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Nov 8, 2024 by Matt Turck · said 19 times in 8 episodes since 2023 · across every show →

Mentions by year

brought up most by Benedict Evans (10), Matt Turck (6), Justin Borgman (1), George Sivulka (1), Dimitri Sirota (1)

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Everything said about Accenture, oldest first

Nov 8, 2024 bullish
Assertion Partly supported
Accenture reported $3B in annual generative AI consulting fees
“Famously Accenture reported three billion dollars in in annual fees which You know, made the headlines and all the things.”
Matt Turck Nov 8, 2024 ▶ 58:01 Superintelligence, Bubbles And Big Bets: AI Investing in 2024 | Matt Turck & Aman Kabeer, FirstMark
May 22, 2025 positive
Assertion Supported
Evans: Accenture recorded $1.4B in generative AI bookings in one quarter
“Accenture built 1.4 billion, booked 1.4 billion of new generative AI bookings last quarter.”
Benedict Evans May 22, 2025 ▶ 56:27 AI Eats the World: Benedict Evans on What Really Matters Now
May 29, 2025 bearish
Opinion
Sivulka is "very short" Accenture, consultancies, and the Big Four
“I'm very short Accenture and consultancies, but and the big four.”
George Sivulka May 29, 2025 ▶ 44:24 AI That Ends Busy Work — Hebbia CEO on “Agent Employees”
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