The OG market map of Data/AI returns for its TENTH year (2,011 logos in total vs 139 back in 2012)
+ 24 themes we're thinking about in 2024, including:
* Is the Modern Data Stack dead?
* Consolidation in data infra
* Checking in on Databricks vs Snowflake
* The Rise of the Modern AI Stack
* Where are we in the AI hype cycle?
* Experiments vs reality: was 2023 a headfake?
* LLM companies: maybe not so commoditized after all?
* What's interesting: AI agents, edge AI
* Is Traditional AI dead?
* Is Generative AI heading towards a plateau?
* Is NVIDIA overvalued?
* Open source AI: too much of a good thing?
* Is AI going to kill SaaS?
* Is AI going to kill venture capital?