Martin Casado

Sardar is the CEO of Snowblade, who we've worked with for a long time.

It's a good mental exercise.

And then I just go do that.

And that was like a clear answer in my mind was like merge with dbt.

Absolutely.

By that, by that framework, even though it seems very big and scary when you imagine, is this a good idea for someone else?

Then you can kind of get there.

Well, I think the thing I most worry about is just, you know, that the...

at some point the coding agents will get so good at writing connectors that people will just shift to DIY.

Um, I think that's a real threat, uh, to five trend.

I think some different businesses are more and less threatened by like, maybe the customers will just vibe code it themselves.

That is a thing I worry about with five trend.

And, um, we, uh, we will, we will find a way to thrive in that world if we get there and we, we, um,

We will provide the tools that you use to do that if that indeed becomes possible, even if it comes at a short-term cost to ourselves.

But I do worry a lot about that.

And then the biggest opportunity, I think, is that AI is just a whole new set of things to do with data.

The need for getting all your data in one place, organizing it,

is so much greater now than ever before.

I think that there's a whole set of tools that people are going to need on the other side of that data platform.

And I think we, and especially we and DBT, are perfectly positioned to provide them.