Andreessen Horowitz May 22, 2023
By Jennifer Li, Martin Casado, and Tasso Argyros

In our popular post on emerging data infrastructure, we highlighted technologies that have led to a new wave of data-stack investments. These stacks represent the culmination of a number of trends in the industry, including the migration from on-prem to cloud; the maturity of new data lake technologies that span both analytical and transactional workloads; and the transition from cumbersome ETL pipelines to the smoother ELT process. In that same post, we predicted the rise of a new class of data applications and products built atop these emerging technologies.

Today, we are observing this shift take off in earnest. It’s especially prevalent among the categories of data applications that aim to solve unique challenges in the marketing sphere: business...

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