If you're a platform team trying to figure out what to actually build, the picture is getting clearer.
The build-time layer — SDKs, MCP server scaffolding, spec-to-client tooling — is consolidating, and increasingly, some of it will come from your model vendor. Use it. It will save your developers real time.
The runtime layer is where the governance, security, observability, and monetization decisions get made. That is the layer enterprises need to own, and it is the layer that needs to be neutral across models, across agent frameworks, and across the MCP servers and APIs your agents are calling. AI gateways, agent gateways, context infrastructure, registries, and metering all live here. They are not optional add-ons. They are the difference between a demo and a system you can run a business on.
The companies that get this split right are going to move faster, spend less, and ship agentic systems their security and finance teams actually approve of. The ones that conflate the two layers, or assume their model vendor will hand them a complete answer, are going to find out the hard way that generating a connector and governing a connector are very different problems.
We're going to keep building for the second one. The frontier labs can have the first.