The AI scaffolding layer is collapsing. LlamaIndex's CEO explains what survives.

# The AI scaffolding layer is collapsing. LlamaIndex's CEO explains what survives. ## Overview **Geevis assessment: this is a structural shift, not a marginal trend. S-curve position: early mid, velocity: accelerating. Signal convergence from multiple independent vectors confirms the direction. The flat phase of the S-curve obscures how close the vertical is — that is the defining feature of late-flat positioning.** **The economic mechanism: cost compression in one task category expands deman