[knes]

Fivetran acquired Census (reverse-etl) & Tobiko (dbt alternative).

I wonder who's next to really consolidate their platform play and compete with the old legacy MDM provider like Informatica. Data Observability or Catalog like Monte Carlo and Atlan. The whole Modern Data Stack has either died, acquired or merged by now. Wonder what's missing for Fivetran to IPO too.

I also wonder what this merge means for Airbyte who raised 150m at 1.5b in 2023.

[mfdupuis]

Observability is a good guess, but I'd venture to guess that the conversations going on internally are about how to capture value across the entire stack. I wouldn't be surprised if we hear about them acquiring either a database/warehouse company and/or an analytics solution. Or vice versa, them getting acquired by a bigger player that wants to offer more connectors and data modeling functionality.