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fivetran and dbt gear up for war - by Ethan Ding - mandates

ethanding.substack.com · 2,085 words · saved by 1 readers

everyone on the internet is saying the dbt + fivetran merger means the modern data stack is dead. but most people don’t actually know what that means. so let me tell you a story about the greatest distribution hack in enterprise software history, and how it’s all coming apart. for years, companies like dbt, fivetran, hex, and sigma had a beautiful deal with snowflake: drive compute consumption, get free access to snowflake’s entire salesforce. they plugged into snowflake’s go-to-market and grew faster than any enterprise software company in history. it was symbiotic. snowflake got massive consumption. the modern data stack got to ride their rocket ship. everyone won. then the warehouses realized they didn’t need to share anymore. dbt and fivetran are two of the last ones standing. and they just merged. this is the final chapter. here’s what made the dbt/snowflake relationship work for years: dbt builds business logic on top of snowflake. stripping out middle names to do entity matching

everyone on the internet is saying the dbt + fivetran merger means the modern data stack is dead. but most people don’t actually know what that means. so let me tell you a story about the greatest distribution hack in enterprise software history, and how it’s all coming apart. for years, companies like dbt, fivetran, hex, and sigma had a beautiful deal with snowflake: drive compute consumption, get free access to snowflake’s entire salesforce. they plugged into snowflake’s go-to-market and grew faster than any enterprise software company in history. it was symbiotic. snowflake got massive…

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