AI Infrastructure Is Not Mature Enough for Pure Product Companies

Key Info

The author, a builder at OpenCode, argues that AWS's maturity made the industry soft, and AI infrastructure is not mature enough for everyone to offload hard problems, resulting in 27 model router products and a significant gap between leading labs (OpenAI, Anthropic, DeepSeek, Moonshot) and the rest.

Highlights

• The industry relies on others to handle hard engineering, leading to shallow products.
• There are 27 model router products, most inference companies doing minimal compute.
• The gap between top labs and others is huge, and someone must do the actual work.