GOOGLE IS NOT BUILDING A CONSULTANCY. IT IS WRITING A LICENSING AGREEMENT. THAT MAY BE THE SMARTER PLAY

Summary from the TLDR AI newsletter

Google is betting that enterprise AI is a platform problem, not a services problem. It is in talks with Blackstone, KKR, and EQT to give their portfolio companies access to Gemini models through omnibus licensing agreements. The discussions are not exclusive, and no deals have been finalized. Google is offering private equity firms a commercial wrapper that gives their entire portfolio access to Gemini, then relying on the consulting ecosystem it has already financed to handle implementation. The approach trades consulting revenue for distribution speed.