Uploaded January 2026 | Updated September 2026, 3 weeks ago
Jared Friedman reflects on one of his biggest surprises of 2025: how much the AI economy has stabilized. After a period of rapid, uncertain change in 2024, the ecosystem now feels more mature, with clear layers—models, infrastructure, and applications—and a more established playbook for building AI-native companies. While models have continued to improve, progress has been incremental rather than disruptive, helping the overall market settle.
Jared Friedman reflects on one of his biggest surprises of 2025: how much the AI economy has stabilized. After a period of rapid, uncertain change in 2024, the ecosystem now feels more mature, with clear layers—models, infrastructure, and applications—and a more established playbook for building AI-native companies. While models have continued to improve, progress has been incremental rather than disruptive, helping the overall market settle.
