The geomorphology analogy is spot on. The Fivetran/dbt merger positioning as the "open data stack" is clever marketing, but the empty compute slot in that diagram is basically a neon sign saying "future acquisition here." The culture fit question between dbt's community-first ethos and Fivetran's commercial approach is gonna be the real test. I've worked with both tools and the difference in how they engage with users is night and day. The SQLMesh acqusition was definitley the stick in those negotiations, nothing says "lets merge" like a competitor quietly building momentum in your backyard. One thing though, the path to $600M ARR for IPO viability assumes the integration goes smoothly, which is a big if considering how many post-merger integrations fail even with good cultural alignment.
Confluent at IBM makes sense when you consider all the other enterprise open source in their portfolio. eg Redhat, Datastax (Cassandra), Ahana (Presto) I wouldn’t expect anything like a license rug pull
The geomorphology analogy is spot on. The Fivetran/dbt merger positioning as the "open data stack" is clever marketing, but the empty compute slot in that diagram is basically a neon sign saying "future acquisition here." The culture fit question between dbt's community-first ethos and Fivetran's commercial approach is gonna be the real test. I've worked with both tools and the difference in how they engage with users is night and day. The SQLMesh acqusition was definitley the stick in those negotiations, nothing says "lets merge" like a competitor quietly building momentum in your backyard. One thing though, the path to $600M ARR for IPO viability assumes the integration goes smoothly, which is a big if considering how many post-merger integrations fail even with good cultural alignment.
yeah, we'll have to see how things go.
Confluent at IBM makes sense when you consider all the other enterprise open source in their portfolio. eg Redhat, Datastax (Cassandra), Ahana (Presto) I wouldn’t expect anything like a license rug pull
Yeah we’ve had pretty good experience with redhat on the debezium project
This article comes at the perfect time; your 'MDS morphology' observation perfectly captures this unsetling, yet fascinating, pace of data evolution.
Thanks for joining the conversation