I specifically think many of the hyperscalers are a bad choice to platform on because they have their own models. You cannot build a viable platform business while directly competing with your potential customers and partners, the incentives are too out-of-whack.
Stripe/CF/Vercel are presumably not going to do foundational model development, so safe there. They are already platform plays to begin with, this strengthens that position.
Stripe/CF/Vercel are presumably not going to do foundational model development, so safe there. They are already platform plays to begin with, this strengthens that position.