Databricks, every mention
202 scenes, the whole family · ← back to Databricks
tap a year for its mentions
every year anyone Harry Stebbings 158Jason Lemkin 45Rory O'Driscoll 17Chris Degnan 13Lucas Swisher 10David Meyer 9Ali Ghodsi 9David George 5Aaron Katz 5Sridhar Ramaswamy 4
Verbatim, from the transcripts: the passages where Databricks comes up
ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
- ▶ 21:55 Aaron Katz Look at the big two data warehousing providers, Snowflake and Databricks, right? 4 times in the scene
- ▶ 31:21 Aaron Katz Are they going to use Databricks?
- ▶ 59:30 Harry Stebbings If I could erase one name, Snowflake or Databricks, which one would you rather I removed? 4 times in the scene
Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
- ▶ 1:10:35 Jason Lemkin When OpenAI and Databricks go public at, at 80% growth and, you know, Stripe accelerating 41% and 71% billings,
Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
- ▶ 22:47 Jason Lemkin Databricks does.
- ▶ 1:13:04 Rory O'Driscoll Because Andreessen's on the board of Databricks, and they're also on the board of, I think it's Fivetran, right? 5 times in the scene
Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal
- ▶ 0:20 Harry Stebbings Next, Adabricks raising three billion, I love this, a Series M, at a one hundred and eighty-eight billion dollar valuation.
- ▶ 20:58 Jason Lemkin If you're using Databricks gateway, they'll, they'll, they have their own harness. 2 times in the scene
- ▶ 1:05:35 Harry Stebbings And then data breaks rockets to one 88.
- ▶ 1:19:03 Rory O'Driscoll And then, call me strange, a company that's doing six billion in revenues and widely cash flow profitable like Stripe or like Databricks should probably be public. 3 times in the scene
Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
- ▶ 15:25 Rory O'Driscoll Not quite, but on the other, I agree with you, and I think the Databricks paper and a couple of other papers that we'll talk about have talked about this concept of buckets and tiers of model, and I like what you're saying, Jason, you're…
- ▶ 16:47 Harry Stebbings We mentioned the Databricks paper. 4 times in the scene
Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
- ▶ 1:09:08 unnamed speaker And now Databricks, which is on fire. 3 times in the scene
Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
- ▶ 53:49 Nikesh Arora I think the analytic world is getting reshaped already where you can see people like Snowflake or Glean or Databricks.
SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
- ▶ 1:06:38 Harry Stebbings Databricks come out today. 7 times in the scene
OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 1:17:36 unnamed speaker Um, at, at, at Databricks neon, which is their super base competitor, over 90% of the databases are built by agents, not by humans.
Why Anthropic Are Causing a Comp Crisis & Why You’d Never Hire From Salesforce or ServiceNow · 20VC with Harry Stebbings
- ▶ 1:09:30 Harry Stebbings Do you think Databricks goes out? 2 times in the scene
Inside Clay's Sales Playbook | Becca Lindquist · 20VC with Harry Stebbings
- ▶ 42:27 Becca Lindquist You see, I saw this with Snowflake and Databricks, right? 2 times in the scene
- ▶ 51:06 Becca Lindquist You look at like a Snowflake or a Databricks, that's their model, and it's because they're competing over workflows in the account.
AppLovin CEO: Why Founders Shouldn't Angel Invest & Why the Best Don't Need Mentorship · 20VC with Harry Stebbings
- ▶ 28:34 Harry Stebbings Databricks, I think, released yesterday that 50% of their code is generated by AI.
Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings
- ▶ 20:34 Amjad Masad There's also another side where we have this great partnership with Databricks and people are skipping the SaaS tools entirely and like building on top of their data warehouse. 3 times in the scene
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- ▶ 1:26:36 Jason Lemkin Um, Datadog, Databricks, they, if they can execute faster than they've executed the last 20 years or eight years, however they are, of course, CIOs want to buy from Salesforce.
OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber · 20VC with Harry Stebbings
- ▶ 1:03:47 unnamed speaker Replit went with Neon, which Databricks bought, but everyone else standardized on Supabase, right?
OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
- ▶ 1:16 Harry Stebbings Unbelievable, 28 day month of February, where they did six billion in revenue, which was more than Databricks has done in their entire lifetime.
"Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
- ▶ 26:21 Harry Stebbings When we look at the big exits this year, you've got Databricks, you've got Anthropic, you've got OpenAI, and you've got SpaceX.
- ▶ 45:35 Miles Clements Like Databricks can do those things.
Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
- ▶ 57:17 Harry Stebbings If they are able to put two, three billion into Cursor or into Databricks, you can very much.
Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
- ▶ 8:40 Lucas Swisher I think of a great example every time I think of this point, which is Databricks. 4 times in the scene
- ▶ 15:54 Lucas Swisher You go back to the example of Databricks, right?
- ▶ 22:29 Lucas Swisher Invested in Snowflake and Databricks when they were both private. 2 times in the scene
- ▶ 33:48 Lucas Swisher Snowflake and Databricks.
- ▶ 45:46 Lucas Swisher What I love about Canva is they've shown that same ability that Databricks has, where they're able to hop multiple S-curves and develop multiple products, right?
- ▶ 49:06 Lucas Swisher I see, and we were, when we were looking at Databricks at KOTU way back when, um, and Thomas was like, Lucas, you're missing the forest through the trees here.
Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
- ▶ 3:57 Jason Lemkin You've got to be six billion like Databricks growing 60%, okay?
- ▶ 20:44 Jason Lemkin When we drop Anthrop, uh, Databricks and Anthropic, and it's all gonna, and if we, if we allow them to remain of a pure basket, it's gonna look great, but the existing group is not looking healthy.
- ▶ 1:10:28 Rory O'Driscoll Now, there's only a few companies who raise those kind of rounds, but if, you know, if there's four or five companies valued at north of a hundred billion dollars, a 10% for that, which is, you know, the two model companies, SpaceX,… 2 times in the scene
Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
- ▶ 29:35 Jason Lemkin You got, because if, if you're generating, it's a reason to say no to Databricks growing 56% at 5.5 billion, right?
20VC: From $6.2BN Market Cap to $2.8BN: What Is Not Translating About Navan's Public Story | Are Any Public Company CEOs Actually Happy? | Why Navan Built It's Own Customer Service AI and What it Could Mean For Customer Service AI with Ariel Cohen
- ▶ 6:22 Harry Stebbings In a world where your stripes and your data bricks is and everyone push it out as much as possible, I don't know how to say this without being rude.
Oren Zeev: Why AI Growth Expectations Are BS & Won't Last? Why GPs Shouldn't Tell LPs Their Strategy
Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare · 20VC with Harry Stebbings
- ▶ 6:26 Jason Lemkin Um, the one thing in addition to my post, I, I, um, I saw that not too long ago, but a while back, Ollie from data brick said, which is one of the most successful companies at this strategy, the hubritics.
- ▶ 47:15 Harry Stebbings OpenAI, Databricks, Cursor, Harvey, Replit, list continues. 2 times in the scene
- ▶ 1:11:50 Jason Lemkin Um, and these are some, these, these are, I didn't see data bricks, uh, the ones that were passed around the room virtually, but I was shocked of folks that have been on 20 VC that I did not know were in market that are looking for…
Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
- ▶ 16:46 Jason Lemkin I'll never do an investment again where, where, where it's not like Databricks are better as CEO.
- ▶ 1:03:30 Harry Stebbings Jason, when you're doing Clickhouse at 15, it does feel pretty expansive when you compare it to a Snowflake or even a Databricks in some respects. 7 times in the scene
- ▶ 1:17:10 Rory O'Driscoll It's best to get them in at the A, but if you have access to infinite capital, getting in at the F is okay, too, or in the case of Databricks DL.
Harvey CEO Winston Weinberg: How to Make Mega Deals | Lessons from Rabois, Halligan & Grady · 20VC with Harry Stebbings
- ▶ 32:13 Winston Weinberg And now if you look at our team, it's almost like 40% of our entire EPD org is very senior from like a data breaks or something like that, infrastructure engineers.
- ▶ 35:55 Winston Weinberg I think Databricks is a company that's done an incredible job of this.
Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings
- ▶ 26:33 unnamed speaker We've been talking about massive funds and, and it's, it's just, all you have to do is just look at the data bricks and anthropic rounds, and it's pretty easy to see why you'd want to do that playbook.
- ▶ 44:16 unnamed speaker Oh, look, we're there the whole way through.
- ▶ 53:41 Harry Stebbings Which is Andreessen, Naveen Rao, Databricks.
- ▶ 1:00:09 unnamed speaker I'm going to pick on, in my view, one of the best companies out there, Databricks. 6 times in the scene
Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
- ▶ 1:09:18 Harry Stebbings Then why is Ali from Databricks suggesting that he might not stay in the basement? 3 times in the scene
- ▶ 1:14:38 Jason Lemkin Can I just answer the data bricks one to tie it together? 4 times in the scene
Matt Fitzpatrick: Who Wins the Data Labelling Race & Why Al Needs Forward-Deployed Engineers · 20VC with Harry Stebbings
- ▶ 1:17:31 Matt Fitzpatrick You know, I'm gonna, Databricks, which is, you're gonna be like, well, they're very rated, but 3 times in the scene
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 0:06 unnamed speaker Databricks does it in the back half of the year because it's just time.
- ▶ 16:58 Harry Stebbings I mean, the expansion of fund size, the expansion of vehicles, the holding vehicle now, the roll-up play, OpenAI central position, Cursor, Databricks, Carvana, Revolut.
- ▶ 24:02 unnamed speaker Mine is Databricks. 5 times in the scene
- ▶ 41:11 Harry Stebbings You could go, actually, Snowflake, you're going to continuously be cannibalized by Databricks. 2 times in the scene
- ▶ 1:02:17 unnamed speaker You have, I mean, just taking the huge ease, you have Databricks, you have Stripe, and then you have the big one of all, SpaceX. 4 times in the scene
Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- ▶ 4:08 Harry Stebbings You do, but then, you know, I just released a show on Monday with David George, and Databricks seven X'd a billion dollar fund for them, and Coinbase five X'd it. 2 times in the scene
- ▶ 9:11 unnamed speaker And the bad news is they've left the entire compounding of Databricks, of SpaceX, of Entropic, of open AI on the table. 2 times in the scene
- ▶ 53:54 Jason Calacanis He goes from one oh seven NRR to a hundred, you know, Databricks has 150% NRR at five billion ARR.
a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
- ▶ 2:40 David George In that fund, Databricks has returned seven X the fund so far.
- ▶ 10:57 David George Stripe, SpaceX, Databricks, you know, it's worked, it's worked to their advantage for sure.
- ▶ 50:08 David George So again, you should look back at our investment case for investing in Databricks, you know, in 2019. 2 times in the scene
SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
- ▶ 3:13 Jason Lemkin Who knows what retail will do to, to, to SpaceX and Stripe and, um, street names like Databricks, which everyone talks about. 3 times in the scene
- ▶ 9:07 Rory O'Driscoll When you kind of sent out the note, you said, you know, what happens if SpaceX, Entropic, and Databricks go public, right? 4 times in the scene
- ▶ 36:24 Harry Stebbings Next, Naveen Databricks, head of AI, announces his five hundred million dollar seed round at a five billion dollar price.
Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
- ▶ 4:14 Harry Stebbings Databricks is one of the stars of the last generation, or this generation. 7 times in the scene
- ▶ 8:50 Harry Stebbings When you actually look at the certainty that you have that Databricks has a three to five X from here, you're absolutely right. 8 times in the scene
- ▶ 17:09 Jason Lemkin Um, I might want my agents from Salesforce and Snowflake and Databricks. 2 times in the scene
- ▶ 1:10:05 Jason Lemkin Um, uh, that, that Replit lose and Databricks bought in for a billion, but databases are a hard problem.
20VC: Max Altman on The New Seed War: Can Anyone Compete with Sequoia and a16z | Leaving $2BN on the Table with Reddit | Lessons from Backing Rippling at $25M Post | Why Climate Tech is a Mirage and Disaster
- ▶ 1:12:59 Harry Stebbings No, no, not necessarily, because if Databricks is a two to five hundred billion dollar company, the return would be like, Josh, with his check into OpenAI, I don't want to bring anything, but like at thirty billion, I was like, dude, come…
Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
- ▶ 1:01:34 Everett Randle Because 99, or not, not like 95% of the profit that you're going to make and the money in your pocket is going to come from the billion dollars you put in Databricks, or the three billion dollars you put in OpenAI, or any of those things…
- ▶ 1:05:25 Everett Randle Because they got really big stakes in Databricks. 2 times in the scene
20Sales: Why You Need a CRO Pre-Product | Why Remote Sales Teams Do Not Work | How Snowflake Built a Sales Machine with Chad Peets
- ▶ 44:39 unnamed speaker Look at, look at Databricks, right? 3 times in the scene
Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
- ▶ 14:33 David Cahn Look at Databricks, sixty billion, now a hundred billion valuation.
20Sales: Scaling Snowflake from $0-$3BN in ARR | Snowflake vs Databricks: My Biggest Lessons | Why Customer Success is BS and What Replaces It with Chris Chris Degnan
- ▶ 28:11 Harry Stebbings You know, talking about kind of putting the work in, I listened to all of your shows before this, that you've done with other people, or where you've spoken publicly, talks you've given, and you said that you gave air to Databricks by…
- ▶ 28:39 Chris Degnan What was happening, Soflake was super fat and happy being the cloud data warehouse, and I was going to the engineering team, founders, and everyone saying, look, I'm diagnosing where the patient, our customer, is getting sick with, with… 2 times in the scene
- ▶ 31:31 Chris Degnan I mean, look at Databricks. 8 times in the scene
- ▶ 32:13 Harry Stebbings So they've got two acts of sales team. 10 times in the scene
- ▶ 34:53 Harry Stebbings Is there anything you would have done differently in terms of how you sold the Snowflake product in competition with Databricks with the benefit of hindsight? 4 times in the scene
- ▶ 49:09 Chris Degnan Beat out Databricks in these other use cases to make sure that you can go out and get a contract renewal sooner.
- ▶ 54:17 Chris Degnan But saying that because I, I shout loud, loudly, I mean, look, Ali at Databricks, he shouts pretty loud and he's done a good job, and I don't necessarily agree about how he goes about doing things, but 2 times in the scene
OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 25:21 Harry Stebbings Naveen Rao, who was VP of AI at Databricks. 5 times in the scene
The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
- ▶ 24:12 unnamed speaker You know, in the limit, maybe we're just left with two foundation models and Databricks and Stripe raising a serious
General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings
- ▶ 1:08:35 Hemant Taneja So the very bad, the Databricks is getting there slowly.
OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings
- ▶ 35:55 Jason Lemkin It feels small compared to Canva when we had Cliff on last week, and it feels very small when we're talking about Databricks just crossing, you know, 50% growth at four billion.
Anthropic Raises $13BN & OpenAI Buys Statsig for $1.1BN All Stock · 20VC with Harry Stebbings
- ▶ 4:04 unnamed speaker On its surface, you know, Anthropic at what, one 60, Databricks at a hundred, Canva at 42 sounds, uh, at first, if you don't, the, there is multiple compression. 2 times in the scene
- ▶ 38:11 unnamed speaker Otherwise we have to give up on all the public guys and bet on the canvas and Databricks and the, uh, anthropics and give up on the last generation.
Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff · 20VC with Harry Stebbings
- ▶ 0:17 Marc Benioff When you look at other data clouds, Snowflake, Databricks, Palantir Foundry, they're all in the three to four billion dollar revenue.
- ▶ 9:46 Marc Benioff And even when you look at other data clouds, you know, like a Snowflake or a Databricks or even a Palantir Foundry, they're all in the three to four billion dollar revenue level.
- ▶ 48:09 unnamed speaker I mean, Neon got bought for, for, by Databricks for billions,
- ▶ 1:00:02 Harry Stebbings When you look at some of them, we've mentioned like the Databricks of the world, and how much that will return. 2 times in the scene
BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings
- ▶ 36:27 Byron Deeter He also did Databricks, but he was very early, uh, with Arvind.
- ▶ 41:38 Byron Deeter Um, X, uh, um, Anthropic, you know, Canva, Databricks, Stripe, go down the list.
- ▶ 1:15:50 Byron Deeter And, you know, Pete's done this many times already with, with perplexity and Databricks and many others where, I mean, he literally was there at the inception stage of these Decacorn businesses.
Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · 20VC with Harry Stebbings
- ▶ 0:03 Jason Lemkin Databricks just said they're crossing four billion, growing 50. 3 times in the scene
page 1 of 3 · 100 scenes per page · newest episode first next →