George Frazier

No, it's not.

No.

Yeah, across the board.

Yeah, yeah, yeah, for sure.

Yeah.

And maybe it will.

Maybe it's in the future.

But, like, we've been having this conversation.

I remember, I actually remember when I was, when you put in the call, and it was

a year ago or so and you're like, Martine, this AI stuff is like really real and, you know, like you can kind of code connectors with it pretty good and it's pretty good and it's coming.

But that was actually quite a while ago when you put in that call and the company's done fantastic since then.

So it could be the case that like rather than someone trying to redo an existing company that, you know, has figured out like a long tail of stuff, they'll go work on different problems that are more suitable.

You know, you're in this very unique vantage point because you have the big labs as customers, like OpenAI and Anthropocene customers.

So, you know, they are AI native.

They're at the forefront.

Do they use Fivetran differently than traditional enterprises or anything that the enterprise can learn from that?

You know, there used to be this idea, and again, we've touched on it in the context of Fivetran, but more broadly, there's this idea that AI commoditizes infrastructure broadly, right?

And so the idea was like, well, it can write anything.

The opposite seems to be true.

More software is being written than ever before.