Tomasz Tunguz Blog · 2025-01-22
· 498d
Three Transformative Themes Reshaping Enterprise Data in 2025
Tomasz Tunguz, founder of Theory Ventures, outlines three major trends reshaping enterprise data strategy: the Great Consolidation of the modern data stack, the renaissance of scale-up computing with Python-first workflows, and the emergence of agentic AI systems. These converging forces are driven by cost pressures, simplified architectures, and the integration of AI into core software products.
Metrics in this report
AI Inference Cost Reduction
1000x
fold reduction
last three years in the US
AI Model Accuracy Convergence
70-80%
range
MMLU (high school equivalency) accuracy for small/medium/large models
CDW Cost Reduction with SQLMesh
50%
average
Tobiko Data implementation
Internet Text Corpus Size
20 trillionwords
approximate
compressed in large language models
Model Parameter Size
70 billionparameters
current
GPT 3.5 equivalent models runnable on MacBook Pro
Theory Ventures Assets Under Management
700$M
current
venture firm founded by Tomasz Tunguz
Workload Coverage by Scale-Up Architecture
80%
minimum
percentage of current data workloads satisfied