MTS Sheel Mohnot on Forward Deployed Engineers, AGI Timelines, and Public Perception of AI | MTS Live
May 12, 2026
Sheel Mohnot, venture investor and former strategy consultant who writes as PittDesi, discusses OpenAI's new deployment company and why deployment can be a revenue path. He talks about how AI is reshaping consulting work, replacing junior analyst tasks and shifting firms toward implementation. They also explore public fear about job displacement and how that shapes messaging and politics.
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OpenAI Launches Deployment To Monetize Implementation
- OpenAI's Deployment Company reframes labs as revenue-generating service providers rather than purely research outfits.
- Sheel notes deployment sells credibility to public markets and mirrors Anthropic's recent moves to monetize implementation work.
Consulting Firms Bet On AI To Avoid Being Displaced
- Big consulting firms partnering with AI labs signal a shift: incumbents want a slice of the transformation they fear.
- Sheel points out McKinsey, Bain and BCG affiliates invested to avoid being displaced by AI-driven implementation work.
AI Can Replace Consulting's Junior Analyst Pyramid
- AI threatens the traditional consulting production function by automating slide production, benchmarking and grunt spreadsheet work.
- Sheel describes forward-deployed engineers plus AI replacing teams of junior analysts on client implementation.