When we throw in the fact that some of the parties with the deepest resources, expertise and capabilities in AI are the very same providers of the primitives – providers intent on growth and whose customers are struggling with the size of their respective product catalogs – it’s worth asking whether said providers may be coming around on the idea of a PaaS, but models based on AI rather than prescriptive curation and constraints. One thing, at least, is clear: if any of the above speculation proves true, the industry equilibrium is about to be punctuated.