Mapping The Data Infrastructure Landscape As A Venture Capitalist
Data Engineering Podcast
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The Evolution of the Landscape
I think the difference this year is that we've had a much more opinionated approach to selecting which companies we get into the landscape or not. This year we decided to also include a bunch of companies that we found very interesting. That's particularly because we wanted to give a good amount of really state on the landscape and in the writing to generate AI companies. Most of those companies did not exist six months ago.
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Summary
The data ecosystem has been building momentum for several years now. As a venture capital investor Matt Turck has been trying to keep track of the main trends and has compiled his findings into the MAD (ML, AI, and Data) landscape reports each year. In this episode he shares his experiences building those reports and the perspective he has gained from the exercise.
Announcements
- Hello and welcome to the Data Engineering Podcast, the show about modern data management
- Businesses that adapt well to change grow 3 times faster than the industry average. As your business adapts, so should your data. RudderStack Transformations lets you customize your event data in real-time with your own JavaScript or Python code. Join The RudderStack Transformation Challenge today for a chance to win a $1,000 cash prize just by submitting a Transformation to the open-source RudderStack Transformation library. Visit dataengineeringpodcast.com/rudderstack today to learn more
- Your host is Tobias Macey and today I'm interviewing Matt Turck about his annual report on the Machine Learning, AI, & Data landscape and the insights around data infrastructure that he has gained in the process
Interview
- Introduction
- How did you get involved in the area of data management?
- Can you describe what the MAD landscape report is and the story behind it?
- At a high level, what is your goal in the compilation and maintenance of your landscape document?
- What are your guidelines for what to include in the landscape?
- As the data landscape matures, how have you seen that influence the types of projects/companies that are founded?
- What are the product categories that were only viable when capital was plentiful and easy to obtain?
- What are the product categories that you think will be swallowed by adjacent concerns, and which are likely to consolidate to remain competitive?
- The rapid growth and proliferation of data tools helped establish the "Modern Data Stack" as a de-facto architectural paradigm. As we move into this phase of contraction, what are your predictions for how the "Modern Data Stack" will evolve?
- Is there a different architectural paradigm that you see as growing to take its place?
- How has your presentation and the types of information that you collate in the MAD landscape evolved since you first started it?~~
- What are the most interesting, innovative, or unexpected product and positioning approaches that you have seen while tracking data infrastructure as a VC and maintainer of the MAD landscape?
- What are the most interesting, unexpected, or challenging lessons that you have learned while working on the MAD landscape over the years?
- What do you have planned for future iterations of the MAD landscape?
Contact Info
- Website
- @mattturck on Twitter
- MAD Landscape Comments Email
Parting Question
- From your perspective, what is the biggest gap in the tooling or technology for data management today?
Closing Announcements
- Thank you for listening! Don't forget to check out our other shows. Podcast.__init__ covers the Python language, its community, and the innovative ways it is being used. The Machine Learning Podcast helps you go from idea to production with machine learning.
- Visit the site to subscribe to the show, sign up for the mailing list, and read the show notes.
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Links
- MAD Landscape
- First Mark Capital
- Bayesian Learning
- AI Winter
- Databricks
- Cloud Native Landscape
- LUMA Scape
- Hadoop Ecosystem
- Modern Data Stack
- Reverse ETL
- Generative AI
- dbt
- Transform
- Snowflake IPO
- Dataiku
- Iceberg
- Hudi
- DuckDB
- Trino
- Y42
- Mozart Data
- Keboola
- MPP Database
The intro and outro music is from The Hug by The Freak Fandango Orchestra / CC BY-SA
Sponsored By:
- Rudderstack:  Businesses that adapt well to change grow 3 times faster than the industry average. As your business adapts, so should your data. RudderStack Transformations lets you customize your event data in real-time with your own JavaScript or Python code. Join The RudderStack Transformation Challenge today for a chance to win a $1,000 cash prize just by submitting a Transformation to the open-source RudderStack Transformation library. Visit [RudderStack.com/DEP](https://rudderstack.com/dep) to learn more
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