Comment by swyx

> Data startups Fivetran and dbt Labs will merge in an all-stock deal, creating a combined data infrastructure company with nearly $600 million in annual revenue, the two companies told Reuters.

last update we had was Fivetran had 200m in 2023 and 300m in 2024 (https://www.fivetran.com/press/fivetran-surpasses-300m-arr-d...)

if Fivetran continued at same pace in 2025, that means it's at 400m ish and dbt was at 200m. not bad for dbt.