AI is becoming the new category layer.
Each category settles where its AI vocabulary actually lives — pulled toward OEM, distributor, aggregator, or buyer-search language.
We detected 27 HEDGE conditions, 1 SEO play, and 0 ARBITRAGE conditions in 2026-W19.
That is the point: we do not manufacture opportunity when the evidence does not support it. An additional 79 categories are disclosed as INSUFFICIENT_DATA — panel composition too thin to classify cleanly. We surface them rather than hide them.
Where AI's vocabulary is anchored · 253 categories · 2026-W19
● weekly ·AI is the X-axis. We measure where each category's AI vocabulary lands in a reference frame spanned by OEM · DIST · AGG · SEARCH. Crossed with manufacturing-risk band, each slug lands in one of four quadrants. The verb in each card is your OEM-specific action — drill any card for the evidence.
LEDs
AI consolidated + supply thin → hedge
EEPROM
AI consolidated + supply thin → hedge
USB Connectors
AI consolidated + supply thin → hedge
Power Supplies
Everyone agrees + deep supply → healthy
DC-DC Converters
Everyone agrees + deep supply → healthy
▸ OEM-lens verb legend · what each verdict means
▸ Methodology & honest caveats · what this measurement is and isn't
- Centroid is an average across all AI/OEM/DIST/AGG forms in our W19 cohort observation; smooths over within-frame variance. Cohort disagreement score reported separately to surface AI internal fragmentation.
- SEARCH centroid uses top-10 buyer keywords per slug from DataForSEO; short-form text systematically embeds at lower cosine to long-form OEM text, hence quantile-normalized distances reported alongside raw cosines.
- Anchoring thresholds (T_ANCHORED=0.60, T_FRAGMENTED=0.45) are heuristic and uncalibrated — should be re-tuned with held-out validation set post-demo.
- Slugs with missing vantages (e.g. no DIST coverage in cohort) are flagged data_completeness_flag.complete=false and the missing frames listed; they cannot be cleanly classified.
- Quadrant assignment uses scorecard MFG-RISK band as orthogonal axis; scorecard composite weights are heuristic (per scorecard _meta).
- Brand-level drill-down (per-brand AI-vs-frame attribution) deferred to v2 of this artifact — would power /lens/oem customer-specific 'you are anchored to DIST' callouts.
- This is a DESCRIPTIVE per-slug attribution. Not causal. Useful for identifying ARBITRAGE candidates (high-risk + fragmented), not for forecasting.
- top_search_keywords coverage is partial: 112 of 253 slugs (44%) have a DataForSEO Keyword Planner pull. The remaining slugs have no top_search_keywords field — this is absent-not-zero. Cost to fully populate: ~$7 (141 remaining slugs × $0.05).
One measurement → four lenses.
What is HEDGE for a broker is CAPTURE for the OEM. The same quadrant verdict drives different action verbs depending on whose book you're reading from.