AI Agents and the Fight for Customer Data

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.

You can listen to AI Agents and the Fight for Customer Data online on Radio and Podcast. Open the player on this page to stream the available audio.

AI Agents and the Fight for Customer Data is an episode from a16z by a16z.

This episode is 00:50:46 long.

This episode was published on Jun 5, 2026.

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