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george fraser

T2 · manager / operator

Co-founder and CEO of Fivetran, an automated data-integration company.

1 call·1 name·100% bull·last heard 2 months ago·a16z
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no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$FIVETRANFivetranposition

Fivetran gains a new catalyst from AI agents

Fivetran's core data-centralization workflow becomes more strategic when AI agents need business context from Salesforce, NetSuite, SAP, and other systems. The thesis is that enterprise data pipelines are no longer just for reporting; they become agent infrastructure.

a16z2026-06→

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$FIVETRAN
Fivetran
MEDgeorge fraser·a16z·2 months ago· position
Fivetran gains a new catalyst from AI agents
Fivetran's core data-centralization workflow becomes more strategic when AI agents need business context from Salesforce, NetSuite, SAP, and other systems. The thesis is that enterprise data pipelines are no longer just for reporting; they become agent infrastructure.
"There is a new reason to have all your data in one place, which is AI agents need context. If you don't do that, then it's sort of like using Chat GPT from before Chat GPT was con…"
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