How Long Until AI Doesn't Need Humans?

AWS just showed how a company can dominate one thing so thoroughly that it accidentally ruins another. Amazon Web Services built Bedrock to be the go-to AI model platform—let you plug in OpenAI, Anthropic, Meta, and others, all through one API. The theory was simple: everyone's going to run AI on AWS, so why wouldn't they buy AI models there too?

The problem is exactly the thing that made AWS strong in the first place. When your customers can run their own models on your infrastructure, they start asking why they should pay extra to access models through your platform at all. AWS destroyed the value proposition for Bedrock by making itself too good at what it does. La migra app of cloud computing, la migra app of AI models. The more AWS scales, the more it undercuts its own play.

This is a real lesson for anyone building AI tools on top of cloud platforms. Your biggest strength can become your biggest liability when the platform you depend on decides to become your competitor. La gente running side businesses, la gente building apps on AWS—they should pay attention.

Why this matters for us: When the platforms we rely on start competing with us instead of serving us, the ones who adapt fastest are the ones who stay sharp and don't get locked in.