Practice · 2024–now · AI Present

AI stack consolidation

Seventeen LLM wrappers to three vendors, one observability bill, and framework repos going read-only. 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

Demos consolidate; evals remain

AI pair programming changed how code is typed faster than how it is reviewed. Agent frameworks and standalone vector stores sorted into demos versus durable plumbing; mid-market RAG folded back into Postgres. The permanent layer is familiar: evals that gate deploys, model routing for cost, tool protocols instead of plugin snowflakes, and humans who own production. Autopilot rewrites and vibe-shipped auth middleware are still big-bang migrations with better slides — and a longer on-call.

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