The Problem Today
You are paying a dependency tax on every inference. Someone else is collecting it.
Every AI workflow built on a third-party model is structurally exposed: to pricing changes, to capability shifts, to deprecation, to the strategic interests of the platform provider. In his 2026 annual chairman's letter to BlackRock shareholders, Larry Fink wrote: "Now AI threatens to repeat that pattern at an even larger scale — concentrating wealth among the companies and investors positioned to capture it." He named the risk precisely. He did not name the mechanism driving it. The mechanism is the compute dependency itself: the structural tax paid by every organization that cannot operate below the model layer. They are renters, not owners, of their own intelligence infrastructure.
What Essence® Changes
By connecting AI models as interchangeable proposers in a governed ensemble, an enterprise eliminates single-provider dependency at the architecture level. OpenAI, Gemini, Mistral, Groq, Llama, DeepSeek, Cohere, local models, and custom models participate as proposers. Synergy® arbitrates above all of them, designated separately, governing consistently, regardless of which proposer is active. Any model can be rotated, replaced, or added without touching the governance substrate. When a model is too busy or deprecated, operations are not disrupted: the ensemble routes around the gap and execution continues. The arbitration layer does not move. The dependency tax does not follow you, because the governor is never one of the proposers. Token spend per model call is captured, attributed, and optimized across Fidelity, Velocity, and Economy before each ensemble run, so the organization that operates on Essence® competes on governed efficiency, not on which platform it is least able to leave.
Independent signals · Same structural diagnosis
Torsten Slok, Chief Economist, Apollo Global Management · July 2026
Profit margins for the Magnificent Seven rose from roughly 15% to 25% between early 2023 and 2026. For the rest of the S&P 493 they have hovered around 10%. Outside the tech sector, there are no signs of AI-driven margin improvement. The ROI runway in healthcare, banking, energy, manufacturing, and the public sector is far longer than markets are currently pricing.
Larry Fink, Chairman & CEO, BlackRock · 2026 Annual Letter
"Now AI threatens to repeat that pattern at an even larger scale — concentrating wealth among the companies and investors positioned to capture it." Fink named the risk. Neither he nor the market named the mechanism: the structural dependency on a compute layer controlled by a narrow set of platform providers.