Like what should a modern company with a large cloud bill, like cloud data bill do differently, you know, starting next week?

Well, it is not the case that most companies' data would fit on a single machine.

And this is something that people often get confused about in discussions of this kind.

They look at these benchmarks and they think, that can't possibly be me.

I have much more data than was run by that query in that benchmark.

Most companies have lots of data, but the queries and the data processing jobs that they run, they don't read every piece of data in the company on every query.

Each query only examines a very small percentage of the total data in the entire company's data estate.

Um, like how, how should like a, a company plan it's AI spending when the price moves that fast?

Yeah.

And having, you know, having that kind of instant access to arcane, uh, questions, uh, is much more valuable than you realize because the alternative is wrong answers most of the time.

Uh, so we have a workflow like this at Fivetran.

Um, what we have done is with our own product capability, Fivetran Context, we've connected Claude to, uh, a, uh, an MCP server that we provide that connects to all of our data, which is modeled with DBT.

Um, and you can sit there and ask it whatever you want about any data in the system.

And we were in a meeting yesterday, uh, where we were talking about, you know, what percentage of the Global two thousand use our product and what percentage use, uh, a particular SKU, um, that we're not selling to new customers 'cause we were trying to understand sort of how much, how much we were leaving behind, uh, by doing that.

And somebody said that they thought it was eight percent and four percent.

Data stack

Yeah

... born in systems of record like Salesforce, like Workday, like SAP.

And even if it's your own applications data, if you're a software company and you run your own database, the data is born in that database.

And since, as I said, a time immemorial, businesses have had the need for internal use to centralize a copy of all their data in another location.

It doesn't work to just go and do all of your reporting and ask all your questions in each system individually.

Some kinds of questions require you to look across the entire system.

And so that is not new.

So first, w-what are you most kind of existentially worried about? And second, what are you most excited about?

Yeah

... born in systems of record like Salesforce, like Workday, like SAP.

And even if it's your own applications data, if you're a software company and you run your own database, the data is born in that database.

And since, as I said, time immemorial, businesses have had the need for internal use to centralize a copy of all their data in another location.

It doesn't work to just go and do all of your reporting and ask all your questions in each system individually.

Some kinds of questions require you to look across the entire system.

And so that is not new.

So first, w-what are you most kind of existentially worried about? And second, what are you most excited about?