[mattturck]

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?