The Physics of Platform Convergence in AI-Driven Markets
As of 2026-02 · Full dashboard →
A visual introduction to horizontal gravity and how AI platforms are absorbing adjacent markets.
14 pages of original research combining three mathematical frameworks with real-world market evidence.
When does the phase transition occur?
Models the critical threshold at which fragmented application ecosystems suddenly coalesce into connected platform clusters.
Why does integration occur?
Explains why integrated platforms are thermodynamic attractors — AI minimizes variational free energy by absorbing adjacent data silos.
What is the structure of convergence?
Characterizes the Riemannian manifold along which all sufficiently capable models converge to canonical representation geometry.
Monthly questions collapsed from 108,000 (Nov 2022) to ~3,900 (Dec 2025) — returning to 2009 launch-era volumes.
From $14.7B peak to $73M, with NYSE delisting warnings. Core value absorbed into free general-purpose LLMs.
Average applications per organization declining. Klarna eliminated ~1,200 SaaS tools.
@article{scaffeo2026horizontal,
title={Horizontal Gravity: The Physics of Platform Convergence in AI-Driven Markets},
author={Scaffeo, Anthony},
year={2026},
month={February},
publisher={Digital Vibes Inc.},
note={Independent Academic Perspective, 14 pages}
}
One-time purchase · Instant PDF download