The Joe Reis Show The 2025 MAD Landscape w/ Matt Turck
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Nov 4, 2025 
Matt Turck, a venture capitalist at FirstMark and expert in AI and data, dives into the latest MAD Landscape. He reveals how over 1,000 logos were pruned to reflect a 'Cambrian explosion' of AI startups, and discusses the tension between established companies and newcomers. New categories like AI Agents are emerging while older ones fade. Matt argues that Europe is a hidden gem in AI talent and explores the intriguing possibility of AI winning a Nobel Prize by 2027. His insights on the evolving landscape make for a thought-provoking listen.
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Landscape Shrinks To Reflect Market Reality
- The 2025 MAD Landscape drastically cut logos to reflect market reality and added major products from hyperscalers and large vendors.
- The map now shows tension between powerful incumbents and startups rather than an insider VC view.
Signal Traction Or Risk Exclusion
- Demonstrate visible traction via press, funding, open-source adoption, or database listings to get noticed for inclusion.
- Maintain active websites, blogs, and signals of life or risk exclusion from curated industry maps.
Agents And Infra Reshape The Stack
- New categories center on agents, agent infra, and prompt tooling as AI use shifts infrastructure needs.
- Data and AI infrastructure are converging, creating a fresh battleground for incumbents and AI-native players.