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.