Amazon, Google, and Microsoft have each built end-to-end AI stacks. They agree on the architecture but disagree fundamentally on where durable value concentrates. These bets are mutually exclusive at scale.
If Models Commoditize: Amazon Wins
AgentCore becomes essential. Bedrock’s modelmarketplace thrives. Owning the best model matters less than owning the pipes. AWS becomes the “Intel Inside” of the AI era.
Gemini’s integration with TPU and Android creates a flywheel that competitors can’t match. The best model, running on the best silicon, reaching the most users.
Amazon optimizes for control — as agents gain autonomy, governance becomes the bottleneck
Google optimizes for intelligence — as models improve, quality gaps compound
Microsoft optimizes for habit — workflow gravity is the hardest moat to break
The Core Tension
Infrastructure only wins if models truly commoditize
Intelligence only wins if quality gaps remain durable
Workflows only win if users don’t switch interfaces
Only one of these forces can dominate at scale. This is not a feature race — it is a theory-of-value race. The question deciding the next decade is simple: Does AI value concentrate in the pipes, in the brain, or in the workflow?
The next two years will determine which layer becomes the permanent chokepoint of the AI economy.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
