Bessemer - Roadmap: Data 3.0 in the Lakehouse Era - March 2025

Bessemer Venture Partners' March 2025 roadmap analyzing the shift to a Data 3.0 era driven by the data lakehouse architecture. The report explores how AI proliferation and the limitations of previous data architectures (Data 1.0 and Data 2.0) are catalyzing a new paradigm that supports both analytics and AI workloads with unprecedented interoperability. It covers four key theses: AI-native ingestion and transformation, metadata/data about data, compute and query landscape evolution, and the blurring line between data engineering and software engineering.