The Mirage of AI Differentiation: Why Everyone Wants to Be Infrastructure Now

In the current wave of AI innovation, one term has become especially fashionable: infrastructure. Founders use it as a shorthand for defensibility, scale, and category leadership. Investors often hear it and lean in reflexively, hoping to spot the next Snowflake, Hugging Face, or Databricks. But lately, there’s a widening gap between what founders call infrastructure [ ]