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Trends in the Post-Modern Data Stack

Tom Tunguz

On Monday, at TC Disrupt Colin Zima CEO of Omni , Jordan Tigani CEO of Motherduck , Daniel Svnova CEO of Superlinked & Toby Mao CTO of Tobiko Data who are leading the evolution of the Post Modern Data Stack discussed the trends they are seeing. Here are some of the themes & predictions from the group. New BI systems will enable both.

Trends 243
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Top 10 Trends for Data in 2024

Tom Tunguz

At the IMPACT Summit yesterday, I shared our Top 10 Trends for Data in 2024. Instrumentation and Governance Enable Many New Use Cases : Today’s data leaders are struggling. Meanwhile, regulation and compliance mean the governance burden only increases. Second, they change the way that we manipulate data.

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20 YC Startups Demoing at SaaStr 2025 Pushing the AI Frontier! From Abundant AI to Mosaic to Veriflow and More!!

SaaStr

The Bottom Line: AI Infrastructure and Vertical Solutions Lead the Way This year’s YC Demo pods revealed two dominant trends: AI Infrastructure Maturation : Companies like Atlog, Mosaic, Openmart, and Sixty Four AI are building the foundational layers needed for enterprise AI adoption.

AI Search 175
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How to Build and Improve Your Product Analytics Strategy

User Pilot

Who will be responsible for data governance and quality assurance to ensure the accuracy and reliability of your data? For instance, if you find that you lack the infrastructure to integrate data from different platforms, you can then invest in new tools or reorganize data governance processes. How will it be analyzed?

Strategy 105
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5 Interesting Learnings from Monday.com at $240,000,000 ARR

SaaStr

This should trend up a bit over the coming years, given how larger customers are fueling outsized growth. #3. C-corp later, for a variety of governance and tax reasons. But once you cross 10 seats, you should start to see the benefits of account growth and 120% NRR like Monday. #2. But bigger customers fueling the most growth.

Scale 361
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Are Software Companies Good Businesses?

Tom Tunguz

Different accounting rules govern revenue & cost recognition. And if AI fulfills anywhere close to its promise, we should expect that trend to continue. If that argument is correct, then the average gross margin of a software company in the public domain would fall from 72% to 47%. Quite a stark difference.

Software 287
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Open Source Models : What Can We Determine from Download Patterns?

Tom Tunguz

I was curious about the trends in the open source ecosystem, so I analyzed HuggingFace data on the top 300 open source models, both by overall usage & also the top of the trending list. Open source models are governed by open source licenses. Open source models have become a critical part of the AI landscape.