Freestyle Fridays w/ Matt Housley - Fivetran + dbt?, Modern Data Stack Consolidation and AI Bubbles
Update: 2025-10-03
Description
It's all about acquisitions, acquisitions, acquisitions! Matt Housley joins me to tackle the biggest rumor in the data world this week: the potential acquisition of dbt Labs by Fivetran. This news sparks a wide-ranging discussion on the inevitable consolidation of the Modern Data Stack, a trend we predicted as the era of zero-interest-rate policy ended.
We also talk about financial pressures, vendor exposure to the rise of AI, the future of data tooling, and more.
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