Tomasz Tunguz Blog / Theory Ventures · 2025-01-23 · 497d

Top Themes in Data in 2025: Consolidation, Scale-Up Architectures, and Agentic Data

Tomasz Tunguz identifies three major trends shaping enterprise data in 2025: consolidation of the modern data stack around core platforms like Snowflake and Databricks, emergence of workload-specific query engines enabling local development, and the rise of AI-driven data transformation through agentic systems. Cost pressures from CFOs are driving architectural innovation, with potential 50% savings achievable through new transformation approaches.

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

Metrics in this report

AI-Driven Productivity Gains

25-50%

range

Google, Microsoft, ServiceNow productivity improvements

Amazon Cost Savings from Java Migration

275$M

total

Cost optimization through version migration

Cost Savings from New Transformation Architectures

50%

potential

Cloud data warehouse spend reduction

Inference Cost Difference

600X

range

Between smaller and larger enterprise language models

Newsletter Readership

150000subscribers

reported

Tomasz Tunguz email newsletter audience

Optimal Parameter Range for Enterprise Models

10-70billion

range

Enterprise language model parameters