The OpenAI Deployment Company Playbook
Why 80% of enterprises can't turn AI into revenue and where the opportunity is
A few weeks ago, I wrote about Sequoia’s big claim:
The next $1 trillion company won’t sell software. It will sell the work.
This week, OpenAI made a move that confirms exactly that.
They launched the OpenAI Deployment Company: a forward-deployed engineering unit that goes inside enterprises and builds bespoke AI systems from scratch. And they backed it up immediately by acquiring Tomoro, an AI consulting and engineering firm founded in 2023 that already counts Fidelity, Virgin Atlantic, and DPD among its clients.
This is not a side product. This is a full structural bet on the services model.
We’ve been this coming along for a couple of years now, but the AI Consulting opportunity is still there.
So today I want to go further than the thesis and give you something more useful:
a concrete playbook, sector by sector, for how to deploy AI the way these companies actually do it.
In this deep dive, you’ll get a concrete deployment playbook for each of the sectors Sequoia flagged as the biggest opportunities in AI services:
1. Insurance brokerage: how to replace the broker entirely, starting with standard commercial lines
2. Claims adjusting: how to own the other side of the insurance policy
3. IT managed services: how to sell “your IT runs” as an outcome, not a tool
4. Payroll and compliance: how to automate the most repetitive back-office function in every company
5. Accounting and audit: how to close the books without a CPA shortage slowing you down
6. Healthcare revenue cycle: how to own medical coding and billing without touching clinical decisions
7. Tax advisory: how to use multi-jurisdiction complexity as a moat, not a barrier
8. Legal transactional work: how to become the firm that drafts the contracts, not the software lawyers use
9. KYC/AML: how to own financial compliance workflows before the incumbents wake up
10. Mortgage origination: how to replace the loan processor, not build software for them
11. Paralegal and LPO: how to go after the outsourced legal work that never makes headlines
12. Supply chain and procurement: how to find money clients didn’t know they were losing
13. Recruitment and staffing: where the autopilot wedge actually exists, and where it doesn’t yet
14. Management consulting: how to disaggregate the intelligence from the judgement and own the former
Each section covers the entry point, the expansion path, the pricing model, and who is already building it. By the end you’ll have a clear picture of where to start and how to build from there.
👋 Just a quick note before you continue!
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