The agent framework explosion of 2023-2024 is collapsing faster than anyone expected. Microsoft merged AutoGen with Semantic Kernel in October. LangChain pivoted from chains to LangGraph. CrewAI went from interesting to $18M Series A with 60% Fortune 500 penetration.
Foundation models are absorbing what frameworks used to provide. O1's native reasoning, Gemini 2.0's built-in tool use. We think this reveals something deeper than market consolidation. Agent infrastructure is maturing by disappearing into fewer layers.
Teams building at scale won't choose between twenty frameworks. They'll pick integrated stacks where orchestration fades into models and deployment infrastructure.