Debt-Fueled Data Center Buildouts and AI Infrastructure

It's all about acquisitions, acquisitions, acquisitions! Matt Housley joins me to tackle the biggest rumor in the data world this week: the potential acquisition of dbt Labs by Fivetran. This news sparks a wide-ranging discussion on the inevitable consolidation of the Modern Data Stack, a trend we predicted as the era of zero-interest-rate policy ended.

We also talk about financial pressures, vendor exposure to the rise of AI, the future of data tooling, and more.