Earlier quoted context omitted.
What's the lock-in?
I'm wondering too. We run dbt on-prem. Worst that could happen is we don't get any more free updates. But we have the software and it will continue to run.
A16Z-backed data firms Fivetran, dbt Labs to merge in all-stock deal
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Re: A16Z-backed data firms Fivetran, dbt Labs to merge in all-stock deal
#12Earlier quoted context omitted.
I'm wondering too. We run dbt on-prem. Worst that could happen is we don't get any more free updates. But we have the software and it will continue to run.
the concern is that dbt-core will become stagnant.
I expect they’ll keep developing Fusion but possibly as even more of a commercial-only offering than it already was.
Re: A16Z-backed data firms Fivetran, dbt Labs to merge in all-stock deal
#13Re: A16Z-backed data firms Fivetran, dbt Labs to merge in all-stock deal
#14Re: A16Z-backed data firms Fivetran, dbt Labs to merge in all-stock deal
#15Earlier quoted context omitted.
I'm wondering too. We run dbt on-prem. Worst that could happen is we don't get any more free updates. But we have the software and it will continue to run.
the concern is that dbt-core will become stagnant.
I know people don't like it these days, but you can just continue to run old software.
Re: A16Z-backed data firms Fivetran, dbt Labs to merge in all-stock deal
#16This smells like self-dealing on the part of A16z.
Re: A16Z-backed data firms Fivetran, dbt Labs to merge in all-stock deal
#17This smells like self-dealing on the part of A16z.
Re: A16Z-backed data firms Fivetran, dbt Labs to merge in all-stock deal
#18last update we had was Fivetran had 200m in 2023 and 300m in 2024 (https://www.fivetran.com/press/fivetran-surpasses-300m-arr-d...)
if Fivetran continued at same pace in 2025, that means it's at 400m ish and dbt was at 200m. not bad for dbt.
Re: A16Z-backed data firms Fivetran, dbt Labs to merge in all-stock deal
#19Last month Fivetran also acquired Tobiko, maker of SQLMesh, a dbt alternative. Looks like they are going all in. https://www.fivetran.com/press/fivetran-acquires-tobiko-data...
Re: A16Z-backed data firms Fivetran, dbt Labs to merge in all-stock deal
#20This smells like self-dealing on the part of A16z.
those are heavy accusations to toss around and that the title would like you to conclude, but doesnt pass the basic smell check of fivetran's founders still having control of the company. dbt was the hottest company in the data world 3 years ago and is valuable.