AI + a16z · 2026-06-02 · 51 min
Martin Casado speaks with George Fraser, cofounder and CEO of Fivetran, about the future of data infrastructure in the age of AI. The conversation covers Fivetran’s merger with dbt, the changing role of data platforms, and why Fraser believes many companies are overestimating the threat AI poses to enterprise software. They discuss open data access, the backlash against AI agents accessing systems of record, and why businesses still need centralized data foundations even as agent-based workflows become more common. Along the way, Fraser shares his views on data gravity, coding agents, enterprise AI adoption, and how AI is changing the way software companies build and operate products. Resources Follow George Fraser on X: Follow Martin Casado on X: Check out everything a16z is doing with artificial intelligence here , including articles, projects, and more podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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