Anthropic Landed KPMG and PwC in One Week — I Did the Math on the Enterprise AI Agent Market
Towards AI
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Generative AI
AI Business
276,000 employees, one platform, and the $2.8 trillion question every CEO should be asking. TL;DR: In 7 days, Anthropic landed KPMG (276K employees all-in), PwC (30K certified, 70% delivery improvement), acquired Stainless (SDK/MCP infrastructure), and partnered with the Gates Foundation ($200M). OpenAI launched DeployCo with $4B. I estimate the enterprise AI agent market at $2.8T-$3.9T across three layers: platform ($100-500B), enterprise software agentification ($700-1400B), and infrastructure ($2000B+). Insurance underwriting went from 10 weeks to 10 days.