Usman Sheikh — How AI Will Reshape Consulting: The End of the Pyramid
About this episode
Usman Sheikh discusses how AI is transforming the consulting industry and the implications for traditional business structures.
"AI doesn't have judgment in it — it produces judgment-shaped artifacts." Usman Sheikh, founder of High Output Ventures and author of the Framebreak newsletter, has spent years writing about how AI will reshape professional services — and the world has now caught up with the puck. In this conversation with Aidan McCullen, he explains why the consulting pyramid — the structure behind every major firm — is coming apart, and what replaces it. In this conversation, Usman reveals: Why firms became pyramids: leverage, margin, and a talent academy paid for by the client's billable hours How AI pulls all three apart at once What "judgment-shaped artifacts" are — and why AI is fundamentally different from offshoring and RPA "Fluent but substitutable": why leaning on an LLM turns your career into a slot machine The digital twin trap — why a frozen snapshot of a senior partner decays fast The Concentrix vs Sierra story: AI voice agents in regulated industries growing from $100M to $200M in revenue in four months The "AI discount": why KPMG asked its own auditor for a price cut — and how the surplus drains to clients and platforms Why Palantir and Microsoft are suddenly preaching sovereignty…
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