Enterprises perhaps don’t need such warnings. They have already decided to adopt multiple models, particularly frontier Chinese open-weight options. “That is flipped because 60 days ago they were like, I want a specific model. It’s called Anthropic,” Menezes adds.
Open models, for instance, accounted for 29% of all traffic routed through Vercel’s AI gateway last month, a popular tool among enterprises to manage multi-model AI use.
Then, by necessity, all of their AI scaffolding can’t be tied to one provider.
“Having a multi-model strategy across big frontier labs, OpenAI, Anthropic, and open source — and I’d say Chinese open source right now, but also U.S. open source is now starting to come up. It’s a must-have for the CIO,” he says. They want model choice for coding as well as customer service, HR, sales automation, he adds.
Menezes says the movement is so strong, he predicts that “any enterprise that is betting on a single model provider, that executive will be fired.”
So now, we’re seeing the cloud providers bring vibe coding for business users into private, secure clouds, too. That’s like a potential second wave after bringing AI coding agents for enterprise developers. “It’s an emerging category with real momentum, and exactly the kind of innovation we support,” AWS tells TechCrunch.
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