Databricks

“Databricks: up to $200,000 in credits”

“it goes off to Databricks or to Snowflake through the teamwork graph's data context”

“Ali Ghodsi told Newcomer this summer that by the time Databricks released its own open-weight foundation model in 2024, he was ready to move on.”

“Databricks' smart router... solves more problems at 35% lower cost than the strongest individual model.”

“the AI can know a lot about the world but know very little about your company... the chopping block of AI framework.”

“the top six companies today... Anthropic, OpenAI, Databricks, Stripe, Waymo, Revolut by last round valuation, they add up to about 2.4 trillion. This is more than the combined market cap of IPOs we've seen in the last 10 years, excluding SpaceX.”

“Databricks wiped the floor because they move product as the priority, not GTM.”

“Ali Ghodsi... Databricks”

“Databricks — $190B-valued data/AI platform. Notable as an active acquirer (bought RowZero)”

“Can you QA 10,000 uses of Jev?... your team's going to have to get more [DevOps]... it's good for investors, but it makes building more complicated.”

“If you work at Databricks, for a better example...”

“more than 40 hiring partners have signed on... and are excited to recruit The Academy students and graduates for internships and full-time roles.”

“That's a quarter of the total revenue of Databricks today”

“We decided to actually join forces with Databricks. That was in 2023. And actually, that's a quarter of the total revenue of Databricks today”

“We have a product in the market, in the detection market, Lakewatch, that helps you do detections.”

“I think that superintelligence, that idea from that book is very, very far away. I don't see any evidence that we're actually marching towards that.”

“Jack Dorsey... for previously articulating a vision of AI-driven organizational restructuring that Databricks has now concretely implemented via its ontology.”

“Ron Grisco... architect of the company's enterprise sales engine”

“We could have got the price much, much, much higher if we wanted to... drew ~$20B of demand for a $5B raise”

“Databricks — Referenced as the bar for sustainable monetization at scale”

“The report pegs operating value at $68.7 billion versus the $190 billion price tag investors just paid, a 64% gap.”

“In August, Databricks raised $5 billion at a $190 billion valuation, led by Coatue, up 41.8% from the company's last valuation of $134 billion, priced in February.”

“I'm like, it feels like you guys are ready to go public. And he said, I kind of basically run a public company.”

“The Naveen Rao company who was formerly with Databricks that we've known for a very long time.”

“You've seen companies like Databricks, one of the most incredible companies on the planet in my opinion... They are reinventing themselves all the time because they understand that more and more data has been generated by agents.”

“Databricks: Data/AI platform company expected to IPO soon, cited as one of the assets that will reorder the public market leaderboard.”

“The earlier report was heavily driven by Databricks, Firmus Grid, Form Energy, River AI, and Whatnot, whereas last week's capital was distributed across more companies and sectors.”

“The company strategically remains private, avoiding public market distractions. This allows for sustained focus on innovation and growth.”

“Andreessen's on the board of Databricks and they're also on the board of Fivetran, right? And now they're competitors. So now this has been percolating and now they're investigating.”

“Databricks' $5B raise at a $190B valuation on a $7B+ revenue run rate exemplifies where enterprise dollars are flowing.”

“If Martin Casado had to step off the board of Fivetran after exiting Cursor at 60 billion, it's probably OK, given their position in Databricks. We're sitting on $200 billion at Databricks.”

“The Justice Department has launched a probe into Andreessen Horowitz regarding the firm's partners serving on the boards of competing companies. The nearly year-long investigation focuses specifically on the firm's board seats at Databricks, which is valued at $190 billion, and Fivetran.”

“Databricks' ~$1.3B acquisition of MosaicML (~60 employees) put the implied value of talent at roughly $21M per head.”

“The Justice Department is investigating Andreessen Horowitz over whether its partners improperly sit on the boards of competing AI companies, including Databricks and Fivetran”

“Those exemptions, however, are falling by the wayside as AI startups raise billions and can be valued at trillions.”

“It's specifically interested in the firm's directorates at Databricks (Ben Horowitz) and Fivetran (Martin Casado).”

“Databricks Raises $5B from T. Rowe Price, Sixth Street Growth, The Blackstone Group, Coatue at $190B Valuation.”

“The clearest trend is a shift from speculative AI applications toward mission-critical infrastructure: compute, governance, security, energy, healthcare, and industrial automation.”