@garrytan Model, application, and infrastructure layers trying to commoditize each other

This post discusses how the model, application, and infrastructure layers of AI are competing to commoditize each other, suggesting a dynamic where each layer is attempting to move upstream or downstream to reduce dependence on others. The insight likely examines the business and technical tensions between AI model providers, application builders, and infrastructure companies as they vie for differentiation and control in the AI stack. This reflects broader industry competition as different players try to capture more value by encroaching on adjacent layers.

Source: Sonya Huang (X) | 2026-06-02