Practice · 2024–now · AI Present

AI stack consolidation

The shakeout from seventeen LLM wrappers to three vendors and one observability bill. Hype cycle entering boring procurement.

AI stack consolidation mutated because enterprises cannot maintain a new framework every quarter and model APIs commoditized. The fad layer — bespoke chains per team — is dying; the stuck layer — evals, guardrails, data pipelines — is becoming table stakes. Winners look like platforms; losers look like last year's YC batch.

Context

The stack gets a co-pilot

AI pair programming is already changing how code is written. Agent frameworks and vector stores are still sorting winners from demos. The durable layer will look familiar: evals, retrieval quality, product UX, and ownership. Autopilot rewrites without tests are just big-bang migrations with better slides.

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