The large platform vendors see AI the same way they see every technology shift: as a reason to sell more licenses. Microsoft repackages existing data products as Fabric. Copilot is $30 per user per month. Salesforce adds an AI label to features that existed last year. The pattern is the same. Take what you already have, attach AI to the name, charge a premium.
The problem is not just the cost. These vendors move slowly. Their release cycles are quarterly. Their AI capabilities lag months behind what is available in the open market. When you build on top of them, their pace becomes your pace. Their limitations become your limitations. You end up paying more for less, and the gap between what is possible and what your platform supports grows wider every month.
This applies to AWS, Google Cloud, Salesforce, Oracle, and every other major platform vendor. It also applies to AI model providers. The best model today may not be the best model in six months. Build so you can switch. The moment your infrastructure depends on a single vendor's roadmap, you have handed over control of your own pace of innovation.