Alessio Fanelli: belief

Transcript context

…I feel like modern data stack sometimes is not very, I mean, it's obviously big crossover between AI, you know, like ecosystem, AI infrastructure, ecosystem, and then sort of a data. But I don't think it's a full overlap. So I feel like when we know, like I'm looking at a lot of like what's happening in a modern data stack where like we use warehouses, we use BI's, you know, different like transformation tools, catalogs, like data quality tools, ETLs, all of that. I don't see a lot of being compacted by AI specifically. I think, you know, that space is being compacted as much as any other space in terms of, yes, we'll have all this copilot capabilities, some of AI capabilities here and there, but I don't see anything sort of dramatically, you know, being sort of, you know, a change or shifted because of, you know, like AI wave. In terms of just in general data space, I think in the last two, three years, we saw an explosion, right? Like we got like a lot of tools, every vendor for every problem. I feel like right now we should go through the cycle of consolidation. If Fivetran and DBT merge, they can be Alteryx of a new generation or something like that. And you know, probably some ETL tool there. I feel it might happen. I mean, it's just natural waves, you know, like in cycles. I wonder if everybody is going to have their own copilot. The other thing I think about these models is like Swyx was at Airbyte and yeah, there's Fivetran. Fivetran versus AirByte, I don't think it'll mix very well.…

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