The State
of AI.

Infrastructure is the new moat: both OpenAI and Google are racing to own the layer below your product

Today's headlines share a single underlying pattern: the biggest AI vendors are aggressively commoditizing infrastructure that builders previously had to construct themselves — real-time audio stacks, compute clusters, enterprise cloud integrations. OpenAI's WebRTC rebuild and AWS partnership, combined with Google's TPU investment and Austrian data center, signal that the competitive battle is shifting from model quality to infrastructure reliability and distribution reach. For builders, this is a compressing window: the infrastructure advantage of rolling your own is shrinking fast, but the integration advantage of being cloud-native is growing. Teams still building custom voice pipelines or maintaining their own agent orchestration layers should benchmark against what's now available off the shelf before their next sprint cycle.