'AWS made the industry soft': AI infra isn't mature enough to outsource the hard parts
mgill25 · x · 2026-09-22
thdxr argues AWS made the industry soft: everyone got used to offloading hard problems and running pure product companies at 85% margins. But AI infra isn't mature enough for that — hence 27 model router products, and even most inference companies doing the bare minimum on compute someone else set up.
The flood of money makes it feel successful, and it's hard to justify doing the hard thing when the easy thing is profitable. Yet the gap between OpenAI, Anthropic, DeepSeek, Moonshot and everyone else is huge — and someone actually has to do the work to close it.
mgill25 adds that working with bare-metal hardware (weeks-to-months provisioning) taught him things he never knew before.
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