[HN Gopher] Dbt Labs acquires SDF Labs
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       Dbt Labs acquires SDF Labs
        
       Author : karakanb
       Score  : 88 points
       Date   : 2025-01-14 14:42 UTC (8 hours ago)
        
 (HTM) web link (www.getdbt.com)
 (TXT) w3m dump (www.getdbt.com)
        
       | qeternity wrote:
       | Interesting that their pricing page is already 404'ing:
       | https://www.sdf.com/pricing
        
         | mritchie712 wrote:
         | they were charging for compute: $0.16/vCPU min
         | 
         | https://web.archive.org/web/20241217210804/https://www.sdf.c...
        
           | mritchie712 wrote:
           | older version:
           | 
           | Professional
           | 
           | For development teams looking to scale fast.
           | 
           | $1,250/mo
           | 
           | Annually
           | 
           | Everything in Plus
           | 
           | Up to 1,500 models
           | 
           | Unlimited Team Members
           | 
           | Direct Slack Connect support
           | 
           | Unlimited compile, test, & runs
        
       | dark-star wrote:
       | For a second I thought that this was about sdf.org ... but it is
       | about sdf.com (which I have never heard of before)
        
         | DrillShopper wrote:
         | As someone who has been MetaARPA for about 20 years at this
         | point I would be _pissed_ if they sold out.
        
       | 0cf8612b2e1e wrote:
       | Heh, I was just starting to look at SDF and SQL Mesh to see if
       | they actually addressed any of the dbt pain points.
        
         | mritchie712 wrote:
         | Same. dbt feels like angularjs, I want the svelte alternative.
        
         | wood_spirit wrote:
         | What is your initial impression and pros and cons?
         | 
         | (Asking as I kinda wish my company's opinionated dbt had made
         | some different choices)
        
           | apwell23 wrote:
           | con is some ppl just go crazy with jinja and create a mess.
           | Its fine if you just stick to the basics.
        
         | talos_ wrote:
         | dbt needs to play catch up against SQLMesh feature-wise, so
         | they bought their other competitor SDF. SQLMesh seems to have
         | more development velocity, and dbt will need to execute a
         | smooth transition and integration to catch up.
         | 
         | For context, the team behind SQLMesh also develops SQLGlot,
         | which powers the features dbt attempts to implement
        
           | NortySpock wrote:
           | To expand on this, dbt uses Jinja templating in your SQL to
           | allow the developer to modify the query so it can be expanded
           | at "compile-time" into the target database SQL dialect. (uni-
           | directional, write once deploy anywhere). The key features
           | are CICD, test automation, and transformation sequence
           | automation.
           | 
           | SQLGlot is a Abstract Symbol Tree SQL Dialect transpiler that
           | could (in theory) convert from one dialect to another (bi-
           | directional).
           | 
           | SQLMesh appears to combine both of the above into one tool
           | that sounds like it's even better.
        
       | trickyager wrote:
       | Congrats to the SDF team for their exit.
       | 
       | Alas, dbt Labs has developed a reputation for rug pulling
       | functionality from dbt Core and gating most of their
       | differentiating features behind dbt Cloud. I cannot see this type
       | of consolidation being in the best interest of the dbt community.
        
         | mritchie712 wrote:
         | I've been on the lookout for a lighter, faster version of dbt
         | and I was hoping sdf might be it.
         | 
         | For our (https://www.definite.app/) use case, I'd love to have
         | something that compiles client-side, but in general dbt just
         | feels like a lot of work to set up for what most of our
         | customers actually need (simple transform to create tables and
         | views).
        
           | thenaturalist wrote:
           | A lot of work to set up?
           | 
           | I'm quite surprised to hear that.
           | 
           | It's literally pip install, a single file for your DB config
           | and that's it. 30-40 seconds.
           | 
           | I'm in no way affiliated with dbt but have worked with the
           | tool since 2018.
           | 
           | Lighter, faster, sure, but hard to set up?
           | 
           | I'm not sure where you'd want to cut corners on setup.
        
             | apwell23 wrote:
             | I think they mean setting up in production.
        
               | thenaturalist wrote:
               | Even that... the beauty of it and why it took off as much
               | as it did is simplicity.
               | 
               | Dockerfile, env var injection and you're done.
        
           | dangoldin wrote:
           | I'm sure you've heard of SQLMesh but that seems like a
           | potential fit. Or is it still too heavy handed?
        
         | suchar wrote:
         | Could you point to some functionalities removed from dbt Core?
         | I love dbt and use it where applicable but I have not yet
         | encountered a loss of features upon upgrade yet - it would be
         | useful to be aware what kind of features get removed
        
           | juanramos wrote:
           | Checking their own post, https://www.getdbt.com/product/dbt-
           | core-vs-dbt-cloud, stuff such as the semantic layer and
           | column-level lineage are Cloud exclusive
        
             | apwell23 wrote:
             | those were never in the core though.
        
           | trickyager wrote:
           | A brief list of features withheld or removed from Core:
           | 
           | - The dbt docs functionality is no longer maintained in favor
           | of dbt Explorer in dbt cloud. A natural consequence is that
           | larger dbt Core projects simply cannot leverage local docs
           | due to performance defects.
           | 
           | - Multi-project support was widely discussed in the core repo
           | w/ tooling contributions from the community, but that was
           | locked behind enterprise-tier dbt cloud accounts
           | 
           | - Metricflow was a full OSS application that used to work in
           | tandem with dbt Core. Post-acquisition, the original code was
           | re-licensed and the functionality added to Cloud only (and
           | you have to pay per semantic layer query now).
        
         | datadrivenangel wrote:
         | Not to mention the sudden pricing change at the end of 2022
         | that doubled costs for most cloud customers.
        
         | thenaturalist wrote:
         | dbt Labs is a Series D company with hundreds of millions in
         | funding and a 4.2 billion USD valuation at their last round.
         | 
         | Their CEO and founder spoke of an IPO in 2022.
         | 
         | Let's not pretend they are still remotely close to their humble
         | beginnings or were able to get this far without credibly
         | demonstrating they have a plan for how to make enterprises
         | bleed through their nose for their product.
         | 
         | That's the future.
         | 
         | On the flipside, building a dbt adjacent product enhancing or
         | complementing capabilities is basically a sure way of how to
         | get bought.
        
           | trickyager wrote:
           | I agree with you 100%, and we may both be correct!
        
         | CalRobert wrote:
         | We're using Dagster cloud with integrated DBT core and I don't
         | really see what the draw of DBT cloud is - perhaps a bit easier
         | to get set up?
        
           | nxm wrote:
           | Column level lineage for one
        
       | jmclnx wrote:
       | I first thought this was SDF (https://sdf.org/) and thought how
       | could this happen.
       | 
       | Again shows we have run out of 3 letter acronyms :)
        
       | barrrrald wrote:
       | Congrats to everyone, very excited to see how these come together
        
       | hkt wrote:
       | I briefly thought this was about sdf.org and was very, very sad.
       | Congrats on the exit to the sdf.com people though, and relief to
       | the sdf.org userbase :)
        
       | capital_guy wrote:
       | Seems like a great pair. Especially the bit about static analysis
       | instead of using string parsing.
       | 
       | Frankly, the dbt product hasn't really evolved much. I've been a
       | bit disappointed with its lack of evolution toward this stuff
       | organically. The "modern data stack" is in kind of in a magic
       | position where they are working at very technical companies but
       | the people using it are not SWEs who can build out the tooling
       | themselves so they are just getting buckets of money without a
       | really big value proposition. My team self hosts a dbt core
       | workflow and it's been almost trivial to build out dbt's paid
       | product ourselves
        
         | thenaturalist wrote:
         | It hasn't evolved 'cause there is no free lunch.
         | 
         | It has evolved quite a bit behind the paywall - as has the
         | paywall.
         | 
         | Most if not all of this stuff will land behind, not before said
         | wall.
        
           | capital_guy wrote:
           | I guess if they integrate this then that will be the case,
           | I'm not sure I'm convinced that much stuff is going on in dbt
           | cloud that I can't do in dbt core.
           | 
           | A comparison that's obvious to my team is the release cadence
           | of Metabase, which we also self-host. The frequent rollout of
           | new features in Metabase is great and gives me more
           | confidence in the product. But I'm not in the position to
           | decide whether to cough up the $ for the paid version so I
           | suppose it's moot.
        
       | GoToRO wrote:
       | What does Dbt Labs do? I've read their website, but I need a
       | concrete example.
        
       | sullivanmatt wrote:
       | You can tell when this deal started to come together by looking
       | at the history of the website on Wayback Machine. In fall of
       | 2024, the website had a checklist comparing SDF to dbt and
       | claiming SDF had a better feature set than dbt Core (page
       | rendering is hit and miss right now for whatever reason):
       | https://web.archive.org/web/20240919110243/https://www.sdf.c...
       | 
       | In December 2024 the page had been updated to now compare "dbt
       | Core" against "SDF with dbt":
       | https://web.archive.org/web/20241217172451/https://www.sdf.c...
       | 
       | Little marketing switcharoo there to avoid pissing off their
       | future owners.
        
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       (page generated 2025-01-14 23:00 UTC)