Tomasz Tunguz Blog · 2022-10-26 · 1317d

9 Predictions for Data in 2023: Cloud Warehouses, ML Models, and Data Observability

Tomasz Tunguz predicts nine major trends shaping the data industry in 2023-2024, including cloud data warehouse dominance, segmentation of workloads by use case, unification through metrics layers, and the rise of data observability. He forecasts that CDWs will process 75% of workloads by 2024, notebooks will capture 20% of Excel users, and data teams will adopt uptime/accuracy metrics similar to software engineering standards.

9 metrics· Cited 0× in the knowledge base ·Open source ↗

Metrics in this report

Cloud Data Warehouse Market Size

36 to 80$b

historical growth over 5 years

Global CDW market

Cloud Data Warehouse Workload Share

20 to 50%

historical growth over 5 years

Enterprise data processing workloads

Cloud Data Warehouse Workload Share Projection

75%

predicted by 2024

Enterprise data processing workloads

Data Startup Share of Total VC

20%

of all venture capital raised in 2021

Percentage of total VC funding

Data Startup Venture Capital Raised

60$b

total in 2021

Global data startup funding

Data Team Incident Rate

70incidents per 1000 tables

current baseline

Data team reliability

Excel Users Expected to Adopt Notebooks

20%

predictive share

Of 1 billion global Excel users

Global Excel Users

1b

total addressable market

Worldwide Excel user base

Software Engineering Uptime Standard

99.9%

three-nines equivalent

Industry best practice (1 incident per 1000 hours)