The $200B Gap Is Yours If You Want It

BCG just put a number on something I've watched happen in real time for the past eighteen months: $200 billion in net new tech services demand from agentic AI, and the Big 4 are walking away from most of it. On purpose.

I don't think it's an accident or an oversight. The large firms are moving upmarket: Fortune 500 accounts, hyperscaler partnerships, platform plays with enough margin to justify their overhead. They're not ignoring the mid-market. They're pricing themselves out of reach by design, because chasing a $200,000 engagement doesn't move the needle for a firm built to close eight figures. That leaves a gap, and gaps like that don't stay empty. Somebody fills them.

That somebody can be firms like ours, and I don't mean that as the consolation prize version of the story. 75% of mid-market enterprises say they want a partner to help them build and implement agentic AI, and most don't have anyone to call. Not because the work is too small to matter. Because the firms with the loudest brand names decided it wasn't worth their time. At that tier, proximity, trust, and how fast you can actually deliver matter more than the name on the slide deck, and that's exactly the ground boutique firms have always tried to compete on.

I keep thinking about how many client relationships I've built specifically because we were responsive when a bigger firm wasn't. That instinct isn't a nice-to-have anymore. It's the entire opportunity BCG just quantified. It also doesn't hurt that my good friend just mentioned he got more out of a 1-hour meeting and lunch with us than a whole engagement with BCG recently...