Elon Musk isn't just cutting government waste. He's obliterating consulting's largest client. The numbers are staggering: → $18B in federal contracts, up from $5B a decade ago → Booz Allen Hamilton alone received $9 billion last year → Accenture collected $700M from a single Education Department website The pattern is undeniable: → Palantir govt $ grew 45% while Booz Allen stock fell 33% → Consulting firms rush to appease the new admin → Accenture "sunsets" diversity goals overnight → Deloitte bans pronouns in government email signatures This isn't just another cycle. The traditional partnership model faces multiple threats: → AI redefines how entry-level work gets done → Rigid governance prevents rapid adaptation → Peter Thiel calls consulting a "total racket" → Clients build in-house capabilities faster than ever The winners will: → Transform governance, not just capabilities → Turn methodologies into products, not just slide decks → Price outcomes and results, not hours and activities → Swap armies of juniors with AI before competitors do. To me the biggest competitor to these firms isn't AI—it's their alumni network monetizing firm knowledge without the overhead. The consulting pyramid took decades to build. The foundations are starting to look rocky.
No alternative text description for this image
To view or add a comment, sign in
