Transcript
Guest
David Yaffe
CEO & Co-Founder
The modern data stack is merging at every layer — but is this consolidation benefitting data teams, or shrinking choice?
This month on The Data T, we sit down with David Yaffe, CEO and co-founder of Estuary, to unpack the great consolidation debate. What do the recent mergers in the data vendor space mean for innovation, cost, and how data teams work? We’ll explore whether unification drives simplicity or locks teams, and how to strike a healthier balance between integration and independence with data infrastructure.
Register and bring your toughest questions for David and our hosts, Coalesce co-founders Armon Petrossian and Satish Jayanthi.
Key Topics
- Lessons about real-time data effectiveness in marketing use cases
- Customer adoption patterns—moving from batch analytics to real-time streaming
- Shift toward unified platforms instead of multiple ingestion tools
- Data stack consolidation across ingestion, transformation, governance
- Benefits, risks, and drawbacks of vendor consolidation for customers
- Predictions about future consolidation in analytics and data tooling
- Estuary’s bets on AI-driven data experiences and streaming + batch architecture
- AI’s impact (or lack thereof so far) on the modern data stack
- Limitations of LLM nondeterminism preventing AI-driven enterprise metrics
- Predictions for AI’s influence on data workflows in 2026
- Usefulness of AI for migrations and complex pipeline refactoring
Hosts
Armon Petrossian
CEO & Co-Founder
Satish Jayanthi
CTO & Co-Founder