Google is not building a consultancy. It is writing a licensing agreement. That may be the smarter play.
TL;DR
Alphabet is in talks with Blackstone, KKR, and EQT to give their portfolio companies access to Gemini models through omnibus licensing agreements. The approach is fundamentally different from OpenAI’s ten billion dollar Deployment Company and Anthropic’s 1.5 billion dollar Blackstone joint venture, both of which embed engineers inside client organisations. Google is betting that enterprise AI is a platform problem, not a services problem.
OpenAI built a ten billion dollar consulting company. Anthropic built a 1.5 billion dollar consulting company. Google is writing a licensing agreement. The difference in approach may determine which AI lab captures the largest new enterprise distribution channel to emerge since the birth of cloud computing itself: the portfolio companies of the world’s biggest private equity firms.
Alphabet is in talkswith Blackstone, KKR, and European private equity firm EQT to give their portfolio companies access to Google’s Gemini AI models under omnibus licensing agreements,...
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