The stack is unifying, not specializing.

A June survey finds platforms collapsing point solutions into themselves: Stripe is now a tax engine and identity provider, Vercel ships an AI gateway, Cloudflare runs inference, Supabase competes with Pinecone on vector search, Notion is wiki plus database plus internal-tool builder plus AI. (StartupHub.ai) The pattern across twenty tools is unification over specialization, which squeezes single-purpose SaaS in tax, identity, vector DB, and internal tools. The moat question for builders becomes "which platform absorbs my category next." If your product is a feature a platform will swallow, you don't have a company, you have a roadmap item on someone else's board.