Battleground 12 Emerging

Who Builds the Last Mile?

Turning deployment services into repeatable software

The management question

Which of your services could become software, and who gets there first?

Stack layers

Contested layers: 6 Workflow, agents and orchestration; 7 Business outcomes and value realization

Adjacent layers: 5 Domain platforms

Contest dimensions

  • Forward-deployed engineers
  • Industry depth
  • Delivery
  • Value proof

The lesson

Software companies are buying and building services firms to deploy AI. Almost no one is yet turning that services work back into software.

Participants

The original

  • Palantir (Incumbent): originator of forward deployed engineering and still the largest, most mature FDE function; about a quarter of its open roles are forward deployed

Model makers' deployment companies

  • OpenAI (Challenger): OpenAI Deployment Company, launched May 2026 with more than $4 billion in initial investment from 19 firms led by TPG, acquiring consulting firm Tomoro (about 150 deployment engineers)
  • Anthropic (Challenger): enterprise AI services company formed May 2026 with Blackstone, Hellman & Friedman and Goldman Sachs, with Anthropic applied AI engineers working alongside it

Hyperscalers

  • Microsoft (Challenger): Microsoft Frontier Company, July 2026, $2.5 billion and 6,000 industry and engineering experts embedded with customers, tied to measurable business outcomes
  • AWS (Challenger): $1 billion Forward Deployed Engineering unit, June 2026, seeded with thousands of engineers, plus a partner-led FDE program

Enterprise platforms

  • ServiceNow (Challenger): Applied AI Forward Deployed Engineering team partnering with strategic customers
  • Salesforce (Challenger): AI forward deployed engineer roles from early career to senior

Global SIs

  • Accenture (Incumbent): 1,000 forward deployed engineers for Google's Gemini Enterprise (September 2026), plus Anthropic and OpenAI partnerships
  • Deloitte (Incumbent): ServiceNow-specialized forward deployed engineers in vertical pods, plus Anthropic partnership
  • EY (Incumbent): FDE hiring push, April 2026

Ecosystem Moves

How the players are building, buying and partnering to compete in this battleground. Newest first.

4 Build · 1 Buy · 5 Partner · 0 Compete

Independent and unsponsored: no company pays to appear in these battlegrounds.

Sources
Talk with Ron