Martin Casado

And so four years into this, we don't have a lot of evidence that like... As do we, as do...

OpenAI and Anthropic.

Exactly.

Who are both Fivetran customers and we replicate lots of data from these various SaaS tools on their behalf into their data lakes.

So if they're still using them, do we really think the company of the future is not going to be?

Right, right.

So the reason it's bad for customers anytime vendors put up walls and try to regulate data access is that you need to have all your data in one place in order to do meaningful reporting, in order to understand what the heck is going on in your business, and in order for AI agents to work in the context of business.

If you don't do that, then it's using ChatGBT from before ChatGBT was connected to the internet.

Yeah.

If you used it back then, you remember it used to have this knowledge cut off and it would tell you I can only answer questions that happened by in my training window.

Six months ago.

Yeah, six months ago was when I was trained.

I don't know anything after that because I'm not connected to the Internet.

That is what using today's AIs is like if you're using them in a business context and they don't have access to your business data.

And so it's very important for every company to

who wants to do things with data to create their own data platform where they have a copy of all of their own data and it's being kept continuously up to date.

And any time vendors start putting up barriers, it just makes it harder to get that done.

And the customers will still do it.

They'll just work around these barriers at great cost and complexity.

Well, we have a website.