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arXiv • Apr 19, 2026
Inference bottleneck research frames AI competition around routing and access
Research on inference markets argues that distribution, routing, latency, and tiered access can shape AI competition.
• Model quality is only one part of the AI platform stack.
• Routing bias, latency tiers, and feature access can affect downstream products.
• Multi-provider gateways reduce dependency on one assistant interface or model vendor.
Builder take
• Build provider abstraction and evaluation-based routing before vendor lock-in becomes expensive.