Agentic AI is causing a structural shift in consulting, splitting the industry into analysis-focused and execution-focused firms, impacting talent pipelines and revenue streams.
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Finance
35 posts
The unbundling of the budget app. Why a conversational finance surface absorbs what the personal-finance apps charge for, and what survives the absorption.
OpenAI’s launch of a personal-finance feature within ChatGPT marks a major shift, absorbing commodity functions of budget apps and reshaping the category.
The license. Why the AI content market pays the brand-name corpus and strands the long tail.
An analysis of how licensing favors large publishers in AI training, sidelining small publishers and risking industry collapse without collective licensing solutions.
The CFO’s new operating system. Anthropic, OpenAI, and the consulting margin that just got compressed.
AI labs Anthropic and OpenAI are moving from model sales to deploying vertical-specific AI operating systems integrated into enterprise workflows, disrupting consulting margins.
The bank account in the chat. How personal finance became an agentic on-ramp.
OpenAI announced a new personal-finance tool in ChatGPT, connecting bank accounts for Pro users, marking a major step toward agentic consumer finance within 24 months.