aws made the industry soft. we're used to them handling all the hard problems and everyone can be a pure product company with 85% margins
ai infra is not mature enough for this but everyone is pretending like they can offload the actual work to someone else
it's why there's 27 model router products. even most inference companies do the bare minimum on compute someone else set up
and it all feels successful because there's so much money around it's hard to justify doing the hard thing when the easy thing is profitable
but the gap between what openai, anthropic, deepseek, moonshot and everyone else is huge
and it's easy to forget that someone actually has to do the work to close it
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