Infrastructure + Frontier AI + Distribution = Dominance
Component Analysis
Infrastructure Only: Commodity provider, racing to bottom on price
Frontier AI Only: The OpenAI problem — brilliant models, dependent on others
Distribution Only: Legacy software trap — disrupted by AI
Who Has All Three?
Company
Formula
Status
Google
GCP + Gemini + Android/Search
✓ Complete
Microsoft
Azure + MAI/Partners + M365
~ Building
Amazon
AWS + ??? + Limited
✗ Model gap
The Implication
Google is the only hyperscaler with a complete stack today. Microsoft is actively building toward completeness through MAI and partnerships. Amazon faces the largest gap in proprietary frontier AI capabilities.
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.
