Infrastructure companies and everyone else

The middle of the stack—generic CRUD apps, undifferentiated analytics shells, thin workflow clones—is being compressed by better models, better generators, and better infrastructure primitives.

Durable value concentrates at two poles: infrastructure that others build on, and differentiated intelligence on proprietary data and domain workflows. Paying enterprise prices for commodity middle layers is a habit from a slower decade.

Choose your pole. If you are not an infrastructure company, stop pretending commodity software is your moat.