Anthropic just raised $1.5B from Blackstone and Goldman Sachs. OpenAI raised $4B from TPG, Bain, and Advent the same day.

Both labs are building delivery organizations, not just sales channels, explicitly modeled on Palantir’s forward-deployed engineer (FDE) playbook.

Here’s the problem: What you’re really buying is a custom AI build that needs ongoing FDE support to keep working. That's lock-in dressed as transformation.