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PEAK CONSULTING?

After three decades of pretty constant growth, the consultancy boom just hit an AI-shaped wall

Accenture has a new deal with OpenAI — did ChatGPT’s launch top-tick consulting employment?

The age of consulting as we know it, when armies of associates mercilessly grind through endless slide decks and dashboards, is starting to give way to a new model: part human, part bot.

On Monday, Accenture announced a new partnership with OpenAI to roll out ChatGPT Enterprise for “tens of thousands of its professionals,” embedding the tool across consulting, operations, and delivery work. The company also said it will now have the “largest number of professionals upskilled through OpenAI Certifications.”

The collaboration follows Accenture’s $865 million restructuring plan unveiled in September in which the company euphemistically disclosed that it’s been “exiting” employees who cannot be re-skilled for AI.

Peak consulting?

The partnership is good news for consultants looking to decorate their LinkedIn profiles with AI badges, but it also reflects a deep shift within the industry, as the traditional model built on adding more people to bill long hours begins to unwind.

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According to BLS data, consulting’s share of total US employment has grown more than 4x since 1990, though it stopped rising around late 2022 — just as generative AI took off on the back of Chat GPT’s debut. And the industry’s stall appears more pronounced than other white-collar jobs that hit their plateaus much earlier, from the dot-com crash in tech to post-2008 slowdown in Wall Street, which have all recently been impacted by the AI boom in quite different ways.

And things could get even worse for the consulting industry before they get better. According to a new study from HFS Research and IBM, nearly two-thirds (65%) of enterprise executives say traditional consulting models no longer deliver real value, while 83% say AI-powered consulting delivers more.

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Delta says the government shutdown will cost it $200 million in Q4

The 43-day government shutdown that ended last month will result in a $200 million ding for Delta Air Lines, the airline said in a filing on Wednesday.

That’s about $100,000 per shutdown-related canceled flight. (Delta previously said it canceled more than 2,000 flights due to FAA flight reductions.) When the company reports its fourth-quarter earnings, the shutdown will lop off about $0.25 per share.

Delta initially stayed calm about the shutdown, with CEO Ed Bastian stating in early October that the company was running smoothly and hadn’t seen any impacts at all. One historically long shutdown later, Delta wasn’t able to remain untouched.

The skies have since cleared, though, and Delta’s filing states that booking growth has “returned to initial expectations following a temporary softening in November.”

Delta’s shares were up over 2% as of Wednesday’s market open.

Delta initially stayed calm about the shutdown, with CEO Ed Bastian stating in early October that the company was running smoothly and hadn’t seen any impacts at all. One historically long shutdown later, Delta wasn’t able to remain untouched.

The skies have since cleared, though, and Delta’s filing states that booking growth has “returned to initial expectations following a temporary softening in November.”

Delta’s shares were up over 2% as of Wednesday’s market open.

Paris Air Show 2025 - Archer Midnight EVTOL

Archer adds Miami to its list of planned US air taxi network hubs

Archer has previously announced its plans for US air taxi networks in Los Angeles and New York City.

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Ford drops as its EV sales tumble more than 60% year over year on the end of the tax credit

As expected, Ford’s EV sales continued to fall in November, dropping more than 60% year over year to 4,247 vehicles. That’s around 10% less than October’s figure. Ford shares are down about 2% on Tuesday morning.

Ford sales are being weighed down by the elimination of the $7,500 EV tax credit at the end of September, as well as the aluminum fires at the New York plant of its primary aluminum supplier.

The company’s total November sales figure ticked down 0.9% to 164,925 vehicles, about 10,000 below October’s total.

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