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For two years every AI agent needed a bespoke integration to touch your files, your database, or your ticketing system. MCP is quietly ending that, and the fact that it comes from a model vendor rather than a standards body is exactly why it is working.
The loudest competition in AI is framed as model against model, but the harder and more durable fight is over integration standards, workflow surfaces, and who becomes the default connector between intelligence and actual work. That is where margins and lock-in are starting to accumulate.