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Equation 1 · Part 2 · Multimodal AI in 2035: Scenarios and Falsifiers

Symbol t

U(t)U(t)
tt

What this part means

t is a part of this expression. Its role is fixed by the surrounding article and by the operations shown in the formula.

Its job in the formula

t is a part of this expression. Its role is fixed by the surrounding article and by the operations shown in the formula.

The passage around this formula

Whether the multimodal AI market consolidates around a small number of vertically integrated any-to-any platforms, or remains a supply chain of composed specialist vendors the way it mostly is today, is not a third axis; it is what the other two jointly produce. Write U(t) for the share of new production multimodal deployments built on a single native any-to-any model rather than a composed pipeline — Axis A’s own proxy — and R(t) for the share of multimodal deployments operating in open, uncurated conditions that meet a reliability bar without a human fallback — Axis B’s own proxy. A platform bet on one any-to-any vendor only pays off if that vendor’s model is both the one everyone is…

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