modern data stack
5 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Oct 27, 2023 by Artem Keydunov · across every show →
Everything said about modern data stack, oldest first
Oct 27, 2023 neutral
Keydunov: The modern data stack will enter a consolidation cycle
“I feel like right now we should go through the cycle of consolidation. And you know, like I mean, if Fivetrend and dbt merge, they can be alter-ex of a new generation or something like that. And you know, probably some ETL tool to there. But I feel it might ha…”
Oct 27, 2023 bearish
Keydunov: Modern data stack will not be dramatically disrupted by AI
“I don't see a lot of being compacted by AI specifically. I think, you know, that space is being compacted as much as any other space in terms of, yes, we'll have all this copilot capabilities, some of AI capabilities here and there, but I don't see anything so…”
Feb 4, 2026 bullish
Garg: Context graph stack will eclipse modern data stack value by 10x
“Two, I think the enabling infrastructure stack for context graphs would be well-defined. And there will be variations and flavors, but, you know, I totally anticipate that this time next year we'll be writing, okay, here's, here's the way, here's the best prac…”
Jun 24, 2026 neutral
Jun 24, 2026 neutral
Xin: Customer friction with vendor sprawl forced Modern Data Stack consolidation
“What people eventually run into, It's kind of a question of a unification and consolidation is, hey, do you really need to chop all of this into different pieces and work with so many different vendors and platforms in order to get like a very simple visualiza…”