There are two opposing forces in the world of data: an overall consolidation within the modern data stack & a massive expansion driven by AI capabilities. AI is rewriting every rule about what’s possible with data in 2025.
Here are Theory’s Top Themes in Data in 2025 with the full presentation at the bottom.
The Great Consolidation. After a decade of expanding complexity in the modern data stack, companies are looking to dramatically simplify their architectures to drive better results. Buyers we speak to say, “Do not sell me another tool.”
As a result, we are seeing consolidation on individual cloud data warehousing platforms Snowflake & Databricks, where most enterprises have picked their dominant architecture. There is also a wave of consolidation within BI favoring collaborative BI tools that balance centralized & decentralized control like Omni. There is a race to command more & more compute within these consolidated platforms because the majority of…
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