Metadata
- Author: Matt Turck
- Full Title:: Bubble & Build: The 2025 MAD (Machine Learning, AI & Data) Landscape
- Category:: 🗞️Articles
- URL:: https://www.mattturck.com/mad2025?utm_campaign=Data_Elixir&utm_source=Data_Elixir_546
- Read date:: 2025-10-29
Highlights
anything growing fast (retention concerns notwithstanding). (View Highlight)
The paradox of 2025 is that hype and fundamentals are both up; history suggests fallout can arrive before the payoffs. The year’s tone is acceleration, with nerves attached. (View Highlight)
The open question is durability: true ARR or experimental revenue that churns? (View Highlight)
Hard truth: if you sit on other people’s frontier models, growth can flip you into negative gross margins—the Windsurf to Cognition story is a warning. (View Highlight)
VC money can fund the land-grab, but it won’t cover bad unit economics forever. (View Highlight)