The pattern across all three pieces is the same: the layer everyone is funding is one step below where control is actually migrating. AWS is committing $200B to infrastructure at the moment customers bypass Bedrock for direct model APIs; the Karpathy Loop works, but the competitive advantage belongs to whoever designs the metric and stopping criteria, not whoever runs the agent; world models suggest synthetic environments will outcompete real-world demonstration data as the bottleneck worth owning. Infrastructure, execution, and training data are each being abstracted away simultaneously; and the capital is still chasing the layer beneath.