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Compliance is becoming the next super track: Over the past 20 years, the second fastest-growing profession in the US is compliance officer, with 400,000 practitioners and $40 billion in annual salary expenditure, but no real software giant has captured the market.
SWYX observes that AI infrastructure is moving toward vertical integration, with many in the 'boring' infra layer finally getting rich.
The AI industry is moving from single-model usage to multi-model infrastructure, creating operational challenges due to different SDKs and formats. The article discusses how teams are combining multiple AI providers and the need for better management solutions.
The article argues that serious AI companies are moving from wrapping general models to training their own specialized models using proprietary interaction data, as specialisation now routinely matches or beats frontier models for in-distribution agentic tasks, driving better unit economics.