The Vibe Economy

Where AI Coordination Becomes Economic Infrastructure

A Strategic View of AI’s Next Coordination Layer 

 As artificial intelligence internalizes execution across software and services, economic leverage begins to relocate. The Vibe Economy explores that shift — and the semantic surfaces through which human intent is expressed and routed in AI-native systems. 


Execution Is Being Internalized

Generative systems increasingly absorb logic that once lived inside applications. Code, workflows, and interfaces are becoming fluid and abundant.

Scarcity does not disappear when execution becomes abundant.
It migrates.


Coordination Is Becoming Central

As intelligence scales, value concentrates at coordination points — where intent is interpreted, matched, and directed across systems.

These surfaces increasingly shape how users interact with AI across industries.


Language Is Becoming Infrastructure

In conversational and AI-mediated environments, linguistic containers become entry points.

“Vibe” has emerged as shorthand for emotionally contextualized interaction — a natural-language expression of tone, intent, and preference.

When language becomes routing logic, semantic control acquires structural relevance.


AI Is Reshaping Every Major Sector

From finance and insurance to healthcare, gaming, media, productivity, and beyond, AI-native models are redefining how value is delivered.

As execution compresses and personalization deepens, emotionally contextualized interaction becomes economically meaningful.

What remains scarce is not model capability — but structured entry into emerging semantic territory.


Ongoing Analysis

The project is expressed through ongoing articles examining:

• Software repricing dynamics
• The migration of leverage within AI markets
• Coordination-layer economics
• The rise of emotionally contextualized systems


A Consolidated Namespace

The Vibe Economy portfolio represents a unified namespace built around the linguistic container “vibe” across multiple economically significant verticals.

It was assembled as a coherent position rather than incremental resale inventory.

• 110 vibe domains
• Mapped across major AI-impacted industries
• Held under unified ownership
• Maintained with long-horizon intent

$
20
‎ Trillion

added to global GDP
by AI by 2030

$
211
‎ Billion

raised by AI startups
in 2025

>
50
%

of all VC investment
now goes to AI startups

50
%

of new unicorns in 2025
were AI companies

80
%

of consumers say
they would pay more for
AI-personalized experiences

$
143
‎ Billion

spend on generative
AI spend by 2027

73
%

 of Gen Z & Millennials expect
AI in all apps by 2026

86
%

of buyers pay more for
emotionally resonant brands

2
X

increase in customer engagement
when AI adjusts to user emotion

55
%

report frustration with
emotionally unaware AI

36
%

of Gen Z see AI tools
as friends

30
%

of all hours worked will be automated by AI by 2030

$
220
‎ Billion

AI marketing
market by 2030

$
190
‎ Billion

AI finance market
by 2030

$
187
‎ Billion

AI healthcare
market by 2030

$
108
‎ Billion

AI adult content
by 2030

$
99
‎ Billion

AI media market
by 2030

$
36
‎ Billion

AI productivity apps
market by 2030

$
30
‎ Billion

AI fashion
market by 2030

$
32
‎ Billion

AI education
market by 2030

$
27
‎ Billion

AI betting
market by 2030

$
25
‎ Billion

AI automotive
market by 2030

$
13.2
‎ Billion

AI architecture
market by 2030

$
12
‎ Billion

AI travel
market by 2030