I think we’re in platform reliance mode for quite a while. I think of all of these SaaS companies as different icons on an abstract AWS console that doesn’t exist yet.
We wouldn’t bat an eye at using S3, EC2, and RDS as a host your own setup. The only difference here is that startups are moving faster than incumbents.
FWIW that’s one reason why Steamship (disclaimer: I’m the founder) aggregates all AI services under a single API key and interface. It’s to deal with the insane glue-code hassle of running this stuff on your own.