Acquisitions

Salesforce Informatica Acquisition: Fewer & Bigger

The Salesforce Informatica acquisition is yet another step toward a narrower field of bigger players. For most end users however, fewer & bigger ≠ better. This acquisition has been one of the most consequential enterprise software deals in recent years. Salesforce has now completed the aquisition of Informatica, the longtime heavyweight in data integration and management in annouced it was buying back in May. While on the surface this acquisition looked like a classic platform expansion play, underneath, it represents something larger and more fundamental in the way Salesforce sees itself, how we humans (and don’t forget the developers!) will be shaped by a narrowing field of data philosophies, each with ever-increasing power. That is, for developers and data engineers … Read more

The Fivetran dbt Merger Makes Data Gravy

The Fivetran + dbt merger is a big deal — one of those tectonic shifts that reorders how people build data stacks. If you haven’t already heard, here’s the hot goss: In October 2025, Fivetran and dbt Labs dropped the mic: they’re merging in an all-stock deal. The combined entity is projected to have nearly $600 million ARR and serve more than 10,000 customers. Fivetran CEO George Fraser will lead the new company, while dbt’s Tristan Handy becomes cofounder + president. The merger is being framed as a “merger of equals” rather than a straight acquisition. If you’re thinking, “Wait — these two already acted like peanut butter and jelly in the modern data stack,” you’re not wrong: reports say … Read more