OpenAI is offering PE firms a 17.5% guaranteed return plus pre-release model access to secure enterprise distribution partnerships ahead of their IPO.
While everyone debates which foundation model will win, the real value creation is happening in enterprise adoption and deployment.
Anthropic still looks far better on the profitability front, plus strong enterprise relationships. But at this scale, focus and size can turn the table around.
I’ve seen this pattern across portfolio companies – the technology advantage matters less than distribution velocity and enterprise sales execution. Especially in the LLM era today where code is cheap and digital customers are harder to find.
PE firms with strong enterprise software portfolios suddenly have significant leverage in AI integration deals. Portfolio companies become testing grounds and reference customers for AI platforms.
Glad to be on the forefront of several similar augmentations this year.
Enterprise Distribution Is the Real AI Battleground: Why OpenAI, Anthropic, and PE Firms Are Racing to Control Deployment
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The Author
Mario Peshev is a 5x CEO and operator, founder of DevriX and Growth Shuttle, global value creation advisor, angel investor, and author of “MBA Disrupted.”
His original background in engineering rode the wave of IT entrepreneurship in the last 25 years, from product and service entrepreneurship through acquiring and selling businesses, to investing in global startups like beehiiv, doola, the Stacked Marketer, Alcatraz, SeedBlink.
Peshev spent over 10,000 hours in consulting and training contracts for mid-market and enterprise organizations like VMware, SAP, Software AG, CERN, Saudi Aramco since 2006. His books and guides are referenced in over 50 universities in North America, Europe, and Asia.
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