There is definitely value in platforms, but those platforms should be built on completely open standards with no vendor lock in or influence, as is the case with OpenStack for example: http://www.theregister.co.uk/2011/02/10/rackspace_buys_opens...
If you didn't watch my talk, I should point out that I'm working on Akshell (http://www.akshell.com), which is itself a platform provider, so I am in fact agreeing with you.