Observationactive70% confidence

Ecosystem structure evolution

What the brain wrote

The AI graph is consolidating around workflow control points rather than model-only competition. Dense product ecosystems like Claude Code and Anthropic are becoming standards-setting clusters, while Google and Nvidia retain power because they bridge those clusters back into cloud and compute. The result is a two-layer market: agent interfaces on top, infrastructure economics underneath.

Evidence (raw JSON)

{
  "domain": "graph_analysis"
}