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AI did not create the structure producing its concentration.
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Six structural claims about hyperscaler earnings disclosure, filed before the event with pass/fail conditions, all confirmed.
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Nvidia is guaranteeing its own customer's debt.
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Microsoft voluntarily disclosed Xbox's internal margin after twenty-five years of absorbing worse losses quietly.
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Every major infrastructure technology before software followed the same path: massive capital, consolidation, capture.
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AI's costs are industrial.
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The post-transaction layer is where the deepest capture in agent commerce occurs: not through security, payments, or model training, but through the record a service keeps after the agent has acted.
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Per-seat software pricing is a twenty-five-year artifact of the human bottleneck.
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The competition between frontier AI labs is itself the proof that the model layer is commoditising.
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The agent commerce infrastructure is being built right now.
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The AI agent web is still forming.
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AI will produce bad code.