tomtunguz.com · 2022-10-26 · 1317d

9 Predictions for Data in 2023

Tunguz presents nine predictions for the data infrastructure industry in 2023, including the dominance of cloud data warehouses, segmentation of data workloads by use case, emergence of metrics layers as unified data stack components, and the transformative impact of large language models on data engineering. The predictions span technological shifts (WASM, notebooks, WebAssembly) and operational changes (data observability, SaaS applications using CDW as backend) within the broader multi-billion-dollar data startup ecosystem.

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Metrics in this report

Cloud Data Warehouse Market Projection

75%percent

target

Data workloads by 2024

Cloud Data Warehouse Market Share

50%percent

Data workloads in 2022

Data Infrastructure Industry Size

80billion dollars

Industry growth from $36b five years prior

Data Observability Target Uptime

99.9%percent

target

Three-nines equivalent for data teams

Data Startups as Percentage of VC

20%percent

Share of all venture capital dollars in 2021

Data Team Incident Rate

70incidents per 1000 tables

Current state before data observability adoption

Venture Capital to Data Startups

60billion dollars

Total funding raised by data startups in 2021