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AI Summary
- Sarah Catanzaro transitions from modern data stack investing (DBT, Fivetran) to AI infrastructure frontier, warning that $100M+ seed rounds with no near-term roadmap are now standard
- Explains DBT-Fivetran merger signals data stack readiness for IPO; frontier labs use these tools for training data and agent analytics at scale
- Identifies personalization with memory and continual learning (K-factor) as 2026 unlock for retention, while data catalogs failed as standalone products but may succeed as metadata services for agents
Guests on This Episode
SC
Sarah Catanzaro
1 podcast appearance