One could think about it as consulting, but productized, on top of a service. Something like AWS is mind numbingly complicated. Amazon has solutions engineers but there's also a big 3rd party market. And some part of that market doesn't need fully bespoke solutions but can be well served by a SaaS that sits on top (of course entailing risk, but it's all risky).
OpenAI isn't there yet, personally I'm bearish on generative AI and openAIs dominance, but they're the major player, and there's a version of the future where they dominate the landscape with a complex enterprise offering like AWS that leaves room for intermediaries. So it's not a bad idea to include bets on people who are building these intermediary products as part of a vc portfolio.