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[I work at Fivetran]

The comment “there was no product here” is referring to a specific (very lucrative) market segment.

The rest of the product was and still is selling just fine.

As a fivetran customer who did a bake-off last year between all the ELT vendors, there is absolutely “a product there”. The advisors’ comment assumes a lot of context which the article doesn’t 100% clear up.

Fivetran has been a home run for us.

Sure. Is that why Geoff Ralston referred to them as a cockroach, and surmised that everyone else thought they were dead until they pulled the rabbit (acquisition) out of the hat?

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