Three years ago we started our startups engineers can query their entire cloud (AWS, GCP, observability, on-call) in plain English, run actions, and get incident context in one place. We have paying enterprise customers and real usage. Not a side project.
The product has always felt obvious to us: teams waste 45+ minutes per incident just context-switching between Grafana, AWS Console, PagerDuty, and Slack before they even start debugging. We collapsed that.
But now Anthropic, AWS, and Google are all shipping their own managed agent orchestration layers. And every week another enterprise tells us their infra team wants to "just build it themselves with Claude."
I keep going back and forth. On one hand, three years of development is genuinely hard to replicate - the domain specificity matters. On the other hand, foundation model providers expanding down the stack has killed entire product categories before.
Has anyone else navigated this? Particularly curious whether other vertical AI founders have found a defensible position or are quietly pivoting.
Comments URL: https://news.ycombinator.com/item?id=47742347
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