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Welcome back to article 2 of the AI x PE weekly series reboot. You can find the latest post and original pilot series here: part 1 here, part 2 here, part 3 here, and 4 here.
“Should we use ChatGPT or Claude?” comes up often in conversations with individual investors as well as portcos choosing which licenses to buy. Truth is, once you’ve spent time getting one tool to understand your work, switching can feel like starting over. In this article, we’ll walk through how to set yourself up with a model-agnostic setup using tools that we ourselves use today.
We also have a busy October ahead at Road To Carry, with hands-on AI for PE workshops (AI for Deal Screening, AI for Market Mapping & Sourcing, AI at Portfolio Companies) and a new partnership with Chariot Labs to help our network bring AI into their portfolio companies. Scroll to the mid-section for upcoming dates, registration details, and more on the partnership below.
If you’re an AI or tech provider serving the PE ecosystem interested in supporting AI To Carry series with sponsorships, please reply to this email with your company website and budget!
Several PE and indy sponsor backed portfolio companies in the Road To Carry network have worked with Chariot Labs, and the feedback I’ve heard has been very positive, with all engagements leading to additional projects. So if you’re interested in how AI can be embedded into portco to drive real value creation, reach out!
Chariot Labs helps PE-backed companies identify and prioritize where AI can create value, then embeds AI engineers to build and deploy those workflows into their existing systems.
Founded by former PE investors and AI engineers, we specialize in business services, industrial services, and multi-site retail. Our engagements range from field services companies to education services, and include work within the Apax portfolio.
Want to know how your competitors are using AI? Book a free call with the Chariot Labs founding team today.
Let’s dive into today’s topic: staying model agnostic between ChatGPT and Claude.
State of Play
Hi I’m Davis—an ex-PE investor who’s spent the last two years building and deploying AI tools across the world's largest investment banks, hedge funds, and private equity firms. Every Wednesday, Edwin and I will be closing the gap in AI knowledge in PE, one use case at a time.
Here's a pattern I've watched play out from the last two years of deploying AI. About a year and a half ago, companies were procuring ChatGPT Enterprise for their entire organization. Executives held their chest high while reporting to their board that they were now “AI forward”. Then Claude pulled ahead on coding and real work, and every company that had wired its workflows into ChatGPT spent months feeling behind while their competitors' engineers shipped twice as fast. Now that ChatGPT with Astra 6 has been gaining traction, the Claude shops / users are the ones getting nervous.
The companies that got burned all had one thing in common. They welded themselves to a single model, the frontier moved, and they were stuck. That feels like getting stuck with [name an enterprise CRM that doesn’t work], but with AI, there are ways to stay model-agnostic and always reap the benefits of the AI frontier.