Martin Casado

We're actually starting to see the opportunity pull us forward.

So we're starting to get better at our own core business by leveraging AI internally in extremely non-obvious ways that I don't think anyone else has discovered yet.

Can you talk to those, or is that a great secret?

Well, it's...

You know, at the end of the day, what's going on inside Fivetran is just this crazy mass troubleshooting effort that never ends.

Wait, that sounds like every startup ever.

Well, it is, but the breadth of it is much larger for us because we have 750 connectors to different systems of record, everything from Oracle to SAP to...

to Qualtrics, to you name it.

They all have different idiosyncrasies.

And you only discover these idiosyncrasies when real customers bump into them.

And they show up as performance problems, correctness problems, and failures.

And, you know, the way we have always solved it is I always like to say the trick is there's no trick.

It's just a lot of effort behind the scenes, and it's kind of an economic trick.

We only have to fix every bug once, and then every customer who uses that connector benefits from it.

But you can imagine how you can use AI coding agents, which are basically an infinite supply of junior engineers.

That is a particularly valuable tool for this kind of problem.

Yeah.

And the details of putting that into practice turn out to be quite tricky.

But we've really, especially the last couple months, started to see it work and started to see, you know, like improvements at scale.

Many, many, many small improvements start.