Fivetran’s CPO: Closed data stacks won’t survive the agent era

At Google Cloud Next 2026, Fivetran Chief Product Officer Anjan Kundavaram argued that enterprise data systems are unprepared for the scale of AI-driven analytics. Unlike humans, AI agents can generate exponentially more queries, often routing them through the same expensive compute infrastructure. Kundavaram compared it to “using a Lamborghini to mow the lawn.” To address this, Fivetran introduced its “Open Data Infrastructure” vision and a benchmark designed to expose hidden AI workload costs in closed ecosystems. Kundavaram said agents can optimize for cost instead of speed, choosing cheaper compute engines when appropriate — but only in open architectures with multiple options. Closed systems force every query through high-cost paths. He also warned that fragmented data and weak context create a “triple whammy” of poor AI responses, soaring analytics bills, and wasted compute. While many organizations respond by tightening controls, Kundavaram argued the better path is investing in open infrastructure, interoperability, and strong semantic data practices before AI costs spiral further. Here's the full article to go along with the video: https://thenewstack.io/agentic-analytics-cost-squeeze/ Learn more from The New Stack around the latest in enterprise data systems: Enterprise AI Success Demands Real-Time Data Platforms https://thenewstack.io/enterprise-ai-success-demands-real-time-data-platforms/ AI Agents Are Morphing Into the 'Enterprise Operating System' https://thenewstack.io/ai-agents-are-morphing-into-the-enterprise-operating-system/ Join our community of newsletter subscribers to stay on top of the news and at the top of your game. https://thenewstack.io/newsletter