从 Palantir 到 Codos：67 家公司竞争企业 AI 落地生意
有人把 67 家抢企业 AI 落地生意的公司画成了一张图，OpenAI、Anthropic、麦肯锡全在列。核心逻辑学的是 Palantir 驻场工程师那套。做 to B AI 的创业者该看看竞争对手都藏在哪。
Codos 联合创始人 Dima Khanarin 发布了一张“AI 转型”业务格局图，列出 67 家竞争同一业务的公司：把 AI 装进企业真实运营流程。名单里既有 OpenAI、Anthropic、Microsoft、AWS 这类模型和云厂商，也有 McKinsey、BCG 这类咨询公司，以及数十家创业公司。
这张图的核心论点沿自 Palantir 的模式：把工程师直接嵌入客户现场，是让企业软件真正“留下来”的关键。也就是说，企业 AI 的重心正从“训练更强的模型”转向“把模型安装进公司工作流”的交付环节。
格局图提出了一个开放问题：企业是否真的需要“公司大脑”这类产品作为差异化卖点，还是最终会回到通用模型加咨询交付的组合。
Palantir proved that engineers embedded inside the customer make enterprise software stick.
Codos co-founder Dima Khanarin published a map of the “AI transformation” business.
67 companies now compete for one job: getting AI to run inside other companies’ real operations. The list includes OpenAI, Anthropic, Microsoft, AWS, McKinsey, BCG and dozens of startups, so much effort in corporate AI now is moving to installing models inside corporate workflow.
Is company brain a real differentiator?
This report is categorized under AITOP's "Industry" desk, focusing on US frontier AI labs and Silicon Valley technology leaders. Within our cross-regional analytical framework, it directly maps to AI developer toolchains, coding agents, and engineering workflows. Key entities and technical topics under continuous tracking include Palantir, OpenAI, Anthropic, 企业AI落地.
Source attribution: curated from rohanpaul_ai (@rohanpaul_ai).
