AI Agents and the Fight for Customer Data

2026-06-05 · 51 min · episode 1118 · 16 entities

episode page audio

Asserted relationships

→ references Martin Casado person

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Link in episode "AI Agents and the Fight for Customer Data": https://x.com/martin_casado
→ hosted by Andreessen Horowitz person

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Feed author/publisher: Andreessen Horowitz
→ works at Fivetran company

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CEO of Fivetran
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CEO of Fivetran
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→ discusses Technology concept

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→ discusses Business concept

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→ discusses Entrepreneurship concept

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Feed category: Entrepreneurship
→ hosted by a16z company

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Feed author/publisher: a16z

Entities found in this episode

concepts 8

mentioned Science concept

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Feed category: Science
mentioned Technology concept

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Feed category: Technology
mentioned Business concept

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Feed category: Business
mentioned Entrepreneurship concept

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Feed category: Entrepreneurship
discusses Science concept

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evidence rules-v4
Feed category: Science
discusses Technology concept

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evidence rules-v4
Feed category: Technology
discusses Business concept

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Feed category: Business
discusses Entrepreneurship concept

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evidence rules-v4
Feed category: Entrepreneurship

persons 4

mentioned Martin Casado person

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evidence rules-v4
Link in episode "AI Agents and the Fight for Customer Data": https://x.com/martin_casado
references Martin Casado person

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evidence rules-v4
Link in episode "AI Agents and the Fight for Customer Data": https://x.com/martin_casado
mentioned Andreessen Horowitz person

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evidence rules-v4
Feed author/publisher: Andreessen Horowitz
hosted by Andreessen Horowitz person

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evidence rules-v4
Feed author/publisher: Andreessen Horowitz

companys 4

mentioned Fivetran company

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CEO of Fivetran
works at Fivetran company

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evidence rules-v4
CEO of Fivetran
works at Fivetran company

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CEO of Fivetran
hosted by a16z company

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evidence rules-v4
Feed author/publisher: a16z

Episode description as stored

Martin Casado speaks with George Fraser, cofounder and CEO of Fivetran, about the future of data infrastructure in the age of AI. The conversation covers Fivetran’s merger with dbt, the changing role of data platforms, and why Fraser believes many companies are overestimating the threat AI poses to enterprise software. They discuss open data access, the backlash against AI agents accessing systems of record, and why businesses still need centralized data foundations even as agent-based workflows become more common. Along the way, Fraser shares his views on data gravity, coding agents, enterprise AI adoption, and how AI is changing the way software companies build and operate products. Resources: Follow George Fraser on X: https://x.com/frasergeorgew Follow Martin Casado on X: https://x.com/martin_casado Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.