OpenAI planea invertir hasta 1.5 mil millones de dólares en la empresa conjunta de capital privado DeployCo

Golden Finance report, April 23: OpenAI is partnering with several private equity firms to form a joint venture, DeployCo, registered in Delaware, with OpenAI holding the majority stake and super voting rights. OpenAI initially injects $500 million in equity, with the option to add another $1 billion; TPG, Bain Capital, Advent International, Brookfield, and Goanna Capital additionally contribute $4 billion. DeployCo is expected to complete financing in early May, with a valuation of $10 billion.
DeployCo is currently managed by former OpenAI COO Brad Lightcap, who has begun recruiting its own staff, while OpenAI also seconded personnel. Lightcap previously led the recruitment of dozens of “forward deployed engineers,” embedded within client companies to help implement technology, a model pioneered by Palantir.
DeployCo’s business model involves charging PE-backed portfolio companies to embed AI into their business processes. PE investors lock in a 5-year term, with OpenAI guaranteeing at least a 17.5% annual return, according to informed sources, “this is the baseline, and actual expectations are much higher.” The equity stake in OpenAI held by DeployCo can also be used in the future to acquire technology and intellectual property.
OpenAI executives describe the current situation as an “overhang of capability” in AI: model capabilities far exceed actual usage levels. Chief Revenue Officer Denise Dresser stated in an internal sales email this month that the biggest bottleneck for enterprises adopting AI is not technology, but “whether they can deploy it.” OpenAI is also collaborating with McKinsey and Accenture to promote enterprise adoption. Anthropic is negotiating similar joint ventures with Blackstone and Hellman & Friedman, planning to establish an AI deployment consulting firm.