Fivetran

Fivetran’s CPO argues that *not* becoming the System of Record is the winning strategy: in the AI-agent-driven era, closed data silos will be bypassed, and truly open, interoperable modern data infrastructure (e.g., Iceberg + multi-engine querying) is the only sustainable path.

AI agents are reshaping data infrastructure, but enterprises still need centralized data platforms for security and compliance.

Fivetran CEO George Fraser argues that uncertainty in SaaS companies has increased compared to a year ago, but he does not believe SaaS categories will be replaced by 'vibe-coded' products.