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Great write-up. For that last comment, my understanding is Fivetran is more focused/specialized on ELT/ETL - getting data to a storage solution like a warehouse. Segment does a bit of that, but is much more focused/better at on real-time streaming and unifying into user profiles for marketing teams. Hence the integration between the two (allowing them to stay in their own lane and have mutual customers)

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One question, how does a CDP like Segment differ from what Mulesoft does? Are they solving the same problem but in different ways? Any color on this would be appreciated. Sent the same question on twitter DM but thought it is better to share your knowledge publicly so I post it here also :)

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