Many companies (like Vercel, Supabase, and so on) have built big businesses "wrapping" AWS. They literally compete with AWS and use AWS to deliver their offerin

Many companies (like Vercel, Supabase, and so on) have built big businesses "wrapping" AWS. They literally compete with AWS and use AWS to deliver their offering. This is a big market. There are room for lots of approaches. I'm sure OpenAI, Anthropic, and Google will make a big business of this, but I don't see how you can rule out anyone else having good ideas and relying on big infrastructure providers to make them a reality.