Bad news: your AI application isn't that special
There are more than 70,000 AI companies operating today.
Most of them will not exist in five years.
Before you can see why — or figure out whether yours is one of them — you need a distinction the market keeps blurring.
Strip away the pitch decks and there are really only two types of AI system being built today.
CEO and founder of McMillanAI.
The first is AI infrastructure: the orchestration and governance technology that makes AI usable at scale. In plain terms, this is the plumbing — agent frameworks, model routing, evaluation and monitoring tools, guardrails, and the controls that let a large organization use AI safely.
It sits between the foundation models and the end user, and it is where an enormous amount of venture money is going right now.
The second is the surface application: the tool an actual person uses to do actual work. The...
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