Practice · 2024–now · AI Present

AI stack consolidation

Seventeen LLM wrappers to three vendors, one observability bill, and orchestration repos becoming MCP clients. Hype cycle entering boring procurement.

How AI stack consolidation mutated

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, and a vendor harness — is becoming table stakes. Winners look like platforms; losers look like last year's YC batch.

2022–now

AI Present

Part of the AI Present era (2022–now).

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