George Frazier

Satya has said that there's going to be the collapse of SaaS.

Do you think the SaaSpocalypse is a thing and we're going to see a massive shift?

Like, we'll actually have an HR, and that HR team will onboard AIs as they come.

They'll be part of teams, they'll join the Slack.

And in that world, these aren't software.

That's actually more seats, more consumption of software.

And so, do you think that for enterprise agents, we're moving more to these, you treat them like humans?

Or do you think that that's too far?

For years, companies built data infrastructure to answer questions about the business.

Now, they're building it for AI.

As agents become more capable, the challenge is no longer collecting data.

It's making sure the right systems can access the right context at the right time.

That shift is forcing companies to rethink everything from data platforms and APIs to enterprise software and systems of record.

Martin Casado speaks with Fivetran co-founder and CEO George Frazier about AI data infrastructure and why the next wave of enterprise software may look very different from the last.

So our guest today is George Frazier, who is the CEO of Fivetran.

Fivetran announced the merger with DBT.

So maybe to start, just give a quick overview of what Fivetran does.

Let me talk about a sector of the industry which is under a lot of change because of AI.

And so maybe could you give like a high level overview of how it is evolving?

What are some of the considerations about the shifts in data?