AI Memory Verdict · Aggregator lens · 2026-W19
AI consolidated + supply thin → hedge
HEDGESTABLEAI ≈ OEM language· cos 0.85partial · missing DIST/AGG/SEARCH
▸ Panel signature · what AI saw, what we compared against
AI: 2 textsOEM: 1DIST: 0AGG: 0SEARCH: 0
cohort disagreement: 26.2%
1024-dimensional centroid embeddings · all numbers reproducible from methodology
Aggregator action: category vocabulary consolidating · default surface OK.
leds· level 2· tier B· leaf· 40,000 SKUs measured· 27 observations · 3 vantagesavailable
Where you rank in LEDs
5 brands · 2026-W19For each brand AI associates with this category, we record the rank (by AI-claim count) and which reference frame AI uses when talking about the brand. When the brand ahead of you appears in a different column than your marketing speaks, that's the campaign brief.
Category leaderboard · top 3
#1n=2
vishay.com
AI ≈ OEM
#1n=2
yageo.com
AI ≈ OEM
#3n=2
lumileds.com
AI ≈ OEM
AI ≈ OEM
5 brandsAI talks about these brands in OEM-side terms.slug cos 0.85
- #1vishay.comn=22/4 vantages
- #1yageo.comn=22/4 vantages
- #4walsin.comn=11/4 vantages
- #3lumileds.comn=21/4 vantages
- #4mrcy.comn=11/4 vantages
AI ≈ DIST
0 brandsAI talks about these brands in distributor-catalog terms.
No brand AI-anchored to this frame for this category.
AI ≈ AGG
0 brandsAI talks about these brands in aggregator-discovery terms.
No brand AI-anchored to this frame for this category.
AI ≈ SEARCH
0 brandsAI talks about these brands in buyer-search terms.
No brand AI-anchored to this frame for this category.
rank = AI-claim count desc within the category · top 6 brands per reference frame · week 2026-W19
Buyer-search vocabulary · week 2026-W19
source · Google Keyword Planner data
What buyers actually search for — LEDs
AI's vocabulary for this category does not currently match buyer-search. These are the buyer queries — the language AI is not yet echoing.
buyer querymonthly searchescompetition
led lights165KHIGH
green lighting165KLOW
light bulbs135KMEDIUM
govee light135KHIGH
leds91KLOW
led light bulbs91KHIGH
led lightbulb91KHIGH
cfls91KLOW
lighting stores near me74KHIGH
e26 bulb74KHIGH
What you unlock
LEDs — paid-tier surface
◧24 brands competing here
Per-brand convergence scores, vantage coverage, full sourcing-card drill-down per brand.
◳693 manufacturing facilities · 59 brands · 23 countries
Geographic concentration, top brands by facility count, facility-type mix, supply-risk story.
◤Live week-over-week trajectory
Fragmentation direction, channel-pull attribution, drift narratives.
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Sign inPublic preview · counts only · no brand names, scores, or specific facility data shown
New surface · paid tier
See LEDs as a physics field.
Each of the 24 brands competing here becomes a particle, pulled toward the vantages that observed it. The shape of the cloud is the shape of fragmentation.
substrate · 21 weeks · 26.4M AI observations · 35,746 brands · 2025-W51 → 2026-W20
this page · 2026-W19 · numbers reproducible from our weekly substrate (methodology)
per-(brand × vantage × form) aggregation, top-form share within (brand × vantage) cells; divergence classified at category level using a 1024-dimensional embedding centroid.