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How will Fivetran and dbt who are detested for being overpriced and underfeatured in the segment they are supposed to be good at (ETL/ELT) be taking on being a datalake? That's orders of magnitude more complex in engineering and operating and they have no experience. This is really a play to consolidate, get rid of duplicate functions and provide a better experience to customers.

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This seems to undermine the engineering muscle these companies have. Fivetran is well-capable of building a query engine, and with this merger, they also get access to SDF's query engine. They have the engineering capabilities, as well as the capital to attract the talent where needed.

I would not underestimate any of these players in the space.

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