To me companies like $ACN are the most likely loosers of AI, I consider the SaaS apocalypse less likely to happen than the end of these consulting companies who will loose a good part of their revenue to Claude and company...
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@Keineui That’s a fair point, and actually it’s the biggest risk I identified during my analysis.
I do think AI will reduce the number of billable hours for traditional consulting work. The key question, in my opinion, is whether Accenture can replace that revenue with higher-value AI transformation projects.
Large enterprises still need strategy, integration, cybersecurity, governance and change management. AI can generate code, but it doesn’t implement enterprise wide transformation on its own.
So for me, the real debate isn’t whether AI will change consulting it certainly will. The question is whether Accenture can adapt its business model faster than the market expects.
I do think AI will reduce the number of billable hours for traditional consulting work. The key question, in my opinion, is whether Accenture can replace that revenue with higher-value AI transformation projects.
Large enterprises still need strategy, integration, cybersecurity, governance and change management. AI can generate code, but it doesn’t implement enterprise wide transformation on its own.
So for me, the real debate isn’t whether AI will change consulting it certainly will. The question is whether Accenture can adapt its business model faster than the market expects.
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