Open Data Infrastructure in the age of AI agents

Fivetran + dbt Labs CEO George Fraser and Fivetran + dbt Labs President Tristan Handy sit down with Andreessen Horowitz general partner Martin Casado, one of the leading investors in software and AI infrastructure, to talk about Open Data Infrastructure in the AI era. Martin and his team have invested in dbt, Fivetran, Tabular, Cursor, OpenRouter, and many other companies.

They cover why companies like Stripe, Ramp, and DoorDash are building their own AI data analysts, why the real work is the data foundation teams have already built, why MCP is a protocol and not a data architecture, and why to stay composable and open while the stack keeps changing.

🎧 Listen on your favorite app: Spotify: https://open.spotify.com/show/4BKMMeV... Apple Podcasts: https://podcasts.apple.com/us/podcast... Read the full episode page: https://roundup.getdbt.com/

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