Next Big Opportunities in Data Infrastructure | Panel: Sequoia, Foundation Capital, Insight Partners

ABOUT THE TALK

Data infrastructure as a category is booming with the global market expected to exceed $100B by 2027 reflecting 200% growth since 2020. We’re also seeing an explosion of data itself, with total data produced expected to top 175 Zettabytes in the next 4 years; that’s up 350% from 2020 numbers.

As a community, we’re also seeing a proliferation of data infrastructure options across both the traditional analytics stack as well as in innovative ML tooling and platforms. Data is hot, and data tooling of all kinds is even hotter.

But how are we to make sense of these new data tools and new categories of tools? How should we be thinking about the modern data stack when it comes to cloud & hosted options vs. OSS and self-hosted infra? Which tools and categories of tools play together nicely, and where might we start to see consolidation across the stack?

For the Next Big Opportunities in Data Infrastructure panel, we’re joined by 4 top investors who look at data infrastructure tools every day. They’ll share with us their mental models of the space and insights into how they make investment decisions across the expanding data infrastructure landscape. Founders and practitioners alike will benefit from their insights on which categories are here to stay and which are yet to be proven. Join us for a lively discussion on where the future opportunities of data infra are and where these experts think the field is headed next.

SPEAKERS
Joanne Chen, General Partner, Foundation
George Mathew, Managing Director, Insight
Bogomil Balkansky, Partner, Sequoia
Pete Soderling, Founder, Data Council & Zero Prime Ventures (formerly Data Community Fund)

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