dbt Labs

“As we move forward, we're not looking to, like, own cataloging or own whatever, these different categories. We're looking to be the infrastructure that powers this ecosystem, because it turns out that you don't actually want to connect to, like, four different…”

“And so this year will probably be the year where we start playing around in that space.”

“We've already got internal prototypes working of generate me a model that does this or generate me tests for this model or you know, write documentation for, so we've got all of this stuff that is going to be making its way through at some point.”

“When you talk to the folks at the hyperscalers, they will say, we are, we're like making sure that our solution is like covers all these different areas, but it's mostly not. Because we want to compete in these areas. It's mostly because people come to us with…”

“My read is that people like us, people like Fivetran, while we are critical to their success as platforms, because we drive a ton of consumption. They don't actually really care about the dollars that we make as businesses. Cause they're so tiny relative to th…”

“And so that means that companies like us and companies like Fivetran that are big parts of that, you know, we're not going anywhere.”

“Our business as a result has not really had a hiccup. But if you only existed on Twitter or LinkedIn you would think that you know, our customers desired us on mass and we're every single one of them was livid and canceled, but that just like didn't happen.”

“Two years ago, We could walk into a quarter with one X pipeline coverage and you would just, the deals would just show up and that's not how the world works today.”

“We waited, waited a long time to raise any venture funding at all. We had a thousand companies using the product before we raised a single cent.”

“My big conclusion is I sent an email to our product marketing, our head of product marketing. I was like, Hey, can we just say the analytics stack? Like this is a set of technologies that works together to do analytics. And it kind of tries to get away from th…”

“If you look today the only people who are consistent presence on our executive team from a year ago are me and our CFO and everybody else around the table is, is new.”