Data Infrastructure

“And so we are gonna be in for, again, years and years of enterprises realizing that an AI problem is really a data problem, and to get the AI the right data, They need to make sure they have infrastructure, software, tools, systems that all are in service of g…”

“I think one of the things that we saw with analytics that, you know, was surprising to some of the people in the data infrastructure space was that, like, the workloads were actually quite predictable. They were quite predictable because, like, many of them we…”

“One of the things that has surprised me though is actually that, like, So much data infrastructure has actually scaled quite elegantly to meet the AI use case.”

“I think that's an area that, that's profoundly under-invested in.”

“So it's really hard, I think, to make a dent into this ecosystem by saying, all I have is this low-level data service. That's why you're seeing that the new companies that are being successful in this phase are actually going higher up the stack.”

“At a high level, it's a little bit of a tale of two cities, or two worlds, where, you know, the world of data infrastructure had a super exciting last, you know, three, four years, but has slowed down quite a bit.”

“In general, the industry leaders in each product category will continue to have a more narrow focus.”

“What we've seen in the last 12 months is that these two segments have grown dramatically thanks to COVID tailwinds and the broader trends towards cloud adoption, and these two segments actually represented the highest total valuation of subsectors on this year…”

“Where I believe the world is starting to trend to is toward a new world where data is not just batched in a static file, but data is constantly in motion, a constant flow of information.”