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Consulting has weak margins compared to SaaS and scales poorly. Providing the interface for companies to spin up their own consultants (=Agents like Claude Code) is a superior business model in every dimension.

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But those margins are for traditional businesses with human workers, if these claims of 100x productivity increase are real Anthropic should very easily be able to outcompete Accenture no?

Consulting - especially the more strategy type consulting - is often not about “we don’t know how to do something”, it’s more of “there is so much resistance to change organizationally that not even CxOs/directors can push it through”.

Besides selling consulting services involves a lot of relationship building and knowing the business vertical.

Yup, because LLM inference can be scaled by adding racks of hardware. Consulting can't be.

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