The competitive logic here is familiar from every prior infrastructure cycle: AWS builds the scaffolding that startups proved enterprises needed, then ships it as a managed service. The AWS Agent Registry's centralized catalog — covering agents, tools, MCP servers, and skills — lands precisely where orchestration startups have been building moats around visibility, ownership, and lifecycle control. Startups that positioned governance as their differentiator now have to explain why an enterprise should pay separately for what Bedrock includes.