Databricks, every mention

55 scenes (2026), the whole family · ← back to Databricks

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every year 2026 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

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ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern Aug 31, 2026 · 9 mentions

  • ▶ 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 Aug 27, 2026 · 1 mention

  • ▶ 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? Aug 20, 2026 · 6 mentions

Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal Jul 23, 2026 · 7 mentions

  • ▶ 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 Jul 16, 2026 · 5 mentions

  • ▶ 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 Jul 9, 2026 · 4 mentions

  • ▶ 22:36 unnamed speaker And, and, and Databricks is down in the second half of the alphabet. 3 times in the scene
  • ▶ 1:22:56 unnamed speaker There's only so many Databricks and, and open AIs, but why, but that's good.

DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings Jun 25, 2026 · 3 mentions

  • ▶ 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 Jun 22, 2026 · 1 mention

  • ▶ 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 Jun 11, 2026 · 7 mentions

OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings May 28, 2026 · 1 mention

  • ▶ 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 May 23, 2026 · 2 mentions

Inside Clay's Sales Playbook | Becca Lindquist · 20VC with Harry Stebbings May 2, 2026 · 3 mentions

  • ▶ 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 Apr 27, 2026 · 1 mention

Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings Apr 25, 2026 · 3 mentions

  • ▶ 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 Apr 23, 2026 · 1 mention

  • ▶ 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 Apr 9, 2026 · 1 mention

  • ▶ 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 Apr 2, 2026 · 1 mention

  • ▶ 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 Mar 9, 2026 · 2 mentions

Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings Mar 7, 2026 · 1 mention

  • ▶ 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 Feb 23, 2026 · 10 mentions

  • ▶ 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 Feb 19, 2026 · 4 mentions

  • ▶ 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 Feb 12, 2026 · 1 mention

  • ▶ 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 Feb 7, 2026 · 1 mention

  • ▶ 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 Feb 2, 2026 · 1 mention

  • ▶ 39:42 Oren Zeev You know, companies like SpaceX, and, and, and, and, and, and Stripe, and Databricks,

Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare · 20VC with Harry Stebbings Jan 29, 2026 · 4 mentions

  • ▶ 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 Jan 22, 2026 · 9 mentions

  • ▶ 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 Jan 19, 2026 · 2 mentions

  • ▶ 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 Jan 15, 2026 · 9 mentions

  • ▶ 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 Jan 8, 2026 · 7 mentions

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