AI Agents and the Fight for Customer Data

About this episode

Martin Casado interviews George Fraser about the future of data infrastructure in the age of AI and the implications for enterprise software.

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.

People in this episode

Host: Martin Casado

Guest: George Fraser

Topics covered

• data infrastructure
• AI
• data access
• enterprise software
• data gravity
• AI adoption

Keywords

• data infrastructure
• AI agents
• customer data
• Fivetran
• dbt
• enterprise AI
• data platforms

Mentioned in this episode

Organizations: Fivetran, dbt, AI, enterprise software, data platforms

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