OpenAI Launches Consulting Arm With $4B and a Tomoro Acquisition

This is OpenAI quietly admitting that the model API alone doesn't move enterprise revenue at the scale they need. Selling models is a margin business; selling implementation is a body-shop business — and they're choosing the body shop because that's where Accenture and Deloitte are eating their lunch. The contrarian read: the frontier labs are about to commoditize their own models because the actual money is in change management. Big consulting firms should be nervous, and so should anyone whose AI strategy is "we'll figure it out with our SI partner."