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Rethinking the Data Stack in the Age of AI with Tristan Handy, President of Fivetran + dbt Labs

Richie and Tristan explore the dbt and Fivetran merger, building an open and modular data stack, using data to power trustworthy AI agents, the growing importance of semantic layers, how data team structures are evolving, career advice for data practitioners, and much more.
· 42 min read
Tristan Handy

Guest

Tristan Handy

Tristan Handy is President and Co-Founder of Fivetran + dbt Labs, the company formed by the June 2026 merger of Fivetran and dbt Labs. He founded dbt Labs in 2016 (originally as Fishtown Analytics) and spent a decade as its CEO before leading the company through the merger, and has worked in data for 23 years.

Richie Cotton

Host

Richie Cotton

Richie helps individuals and organizations get better at using data and AI. He's been a data scientist since before it was called data science, and has written two books and created many DataCamp courses on the subject. He is a host of the DataFramed podcast, and runs DataCamp's webinar program.

Chat with AI Richie about every episode of DataFramed - all data champs welcome!

Key Quotes

We are in the midst of one of the biggest shifts in the way that data teams operate over the last 10 years. The data team is really bifurcating into two large buckets of responsibility: one is maintaining the platform, and the other is the democratization — making sure data gets out into the organization.

We need to move away from data job titles that describe our technical capabilities. These roles don't tie to how a person creates business value — they tie more to what language you like to code in and what tooling you use. What I observe on the best data teams today is that they're focusing on full-stack data practitioners who can do most of the tasks required and own projects end to end.

Key Takeaways

  1. Expect your data team to split into two distinct tracks — platform engineering (ingestion, governance, infrastructure) and enablement (getting data and self-service tooling into the hands of the business) — and plan hiring and career paths around that split rather than around specific tools.

  2. Stop hiring and promoting based on job titles tied to specific tools or languages; the highest-performing data teams are built around full-stack practitioners who can own a project end to end.

  3. When using AI agents for research, don't let the model rely on its own knowledge — force it to cite sources at every step and treat retrieval, not memorization, as the job; that's the fastest way to cut hallucinations.

Transcript

Richie Cotton: Hi Tristan, welcome to the show. 

Tristan Handy: Thanks for having me. 

Richie Cotton: Yeah great to have you here. And next to begin with, congratulations on the merger between dbt and Fivetran. 

Tristan Handy: Thank you. It's been it's been a feat over the past year. A lot of work. 

Richie Cotton: I'm sure it has. Do you wanna tell me how it all came about and what the rationale behind it was?

Tristan Handy: The actual figuring out that we wanted to do this and the figuring out how to do it took about four months about a year ago now. It all started out just because George and Taylor, the co-founders of Fivetran, and I had worked together for something like a decade. And in fact the company that I was at prior to starting what was originally called Fishtown Analytics was a direct competitor to Fivetran.

In fact, it-- So it was called Stitch. Stitch and Fivetran were really the two first modern data stack native data ingestion tools. They were originally like, load data from Salesforce into Redshift. So I'd known George and Taylor forever and had collaborated, often over the years and really there is such a huge overlap between the user bases of Fivetran and dbt, and so just ample room for collaboration over the years.

And with a bunch of changes in the industry that have happened over the last couple years George and I thought it was the right time to be instead of close partners, to actually be a part of th

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