Databricks, every mention
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20VC 407
the MAD Podcast 205
the Official SaaStr Podcast 131
the a16z Podcast 122
Latent Space 100
TBPN 53
No Priors 42
Sourcery 4221 more shows
every year every show 20VC 407 the MAD Podcast 205 the Official SaaStr Podcast 131 the a16z Podcast 122 Latent Space 100 TBPN 53 No Priors 42 Sourcery 42 
the Neon Show 41 
BG2 Pod 34 
All-In 30 
Invest Like the Best 19 
A Product Market Fit Show 14 
Lenny's Podcast 12 
Top Founders 7 
Big Technology 6 
Acquired 6 
Capital Allocators 6 
In Depth 5 
Mixergy 3 
American Optimist 2 
Catalyst 2 
the Y Combinator Startup Podcast 1 
Another Podcast 1 
Innovators & Investors 1 
Startups For the Rest of Us 1 
the Knowledge Project 1 
WTF is with Nikhil Kamath 1 
David Senra 1
Verbatim, from the transcripts: passages where Databricks comes up on 20VC, the MAD Podcast, the Official SaaStr Podcast, the a16z Podcast, Latent Space
Why Investors Are Rethinking Everything for the AI Era
- ▶ 42:11 Aram Verdian Um, would you have wanted to sell Stripe, Databricks, or any of those other companies three, four years ago?
Why Startups Fails Even After Finding PMF | Prukalpa Sankar, Atlan
- ▶ 26:08 Prukalpa Sankar So this would be Salesforce, Snowflake, Databricks, so on.
CRO Confidential: 0 to $600M in Under 4 Years. The ElevenLabs GTM Playbook with Carles Reina
He Sells AI Door-to-Door. $3.5M ARR, 400% Growth, $0 Ads
- ▶ 5:05 Carl Turner Everyone uses the same data pricks, clay, 11 laps, you know, AI pipeline, and is calling on the customer.
Meta Settles Addiction Suits, Tim Cook Signs Off After 15 Years, OpenAI’s Jalapeño Chip | Diet TBPN
- ▶ 29:05 unnamed speaker Descartes, six to seven billion, along with SPX, SpaceX, Andurl, Anthropic, Ramp, OpenAI, Databricks, and others on the IPO path.
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
Why AI Demand Is Outrunning Compute Supply
- ▶ 57:42 David George And, and by the way, they're going to compete, they're going to be competing with not only the labs to be that abstraction layer, but Databricks. 3 times in the scene
Who Owns Your Data Now? Agents vs. Systems of Record on The Agents #013
- ▶ 7:59 Jason Lemkin Or Databricks, it's a drop in the bucket. 2 times in the scene
Rethinking Legacy Data Infrastructure with Eon Co-Founders Ofir Ehrlich and Gonen Stein
- ▶ 25:46 Ofir Ehrlich You've seen companies like Databricks, you know, one of the most incredible companies on the planet, in my opinion. 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,
Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
- ▶ 56:42 Jason Calacanis From Ben Horowitz being on Databricks board while another partner from Andreessen Horowitz, Martin Casato sits on Five Trains board.
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
Exo: Harnesses should see their own code and logs — Alex Krentsel, UC Berekeley / Google Research
- ▶ 33:27 unnamed speaker Uh, Databricks has, like, a slightly different one, too.
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- ▶ 1:29:08 Gavin Baker Well, right here on the right, this is from Databricks, which just raised money at a hundred and ninety billion dollars. 2 times in the scene
AI Agents Are Creating A Data Explosion. Here's What To Do About It. — With Clint Sharp
- ▶ 2:52 Clint Sharp Like that's for, for like a Snowflake or a Databricks, like that's a big data warehouse, and we've got people who are moving that every day, and they're keeping years worth of data, and so this is very, very big, and it's growing very…
Everyone Is Still Undersizing the AI Market | Eric Vishria · Invest Like The Best
- ▶ 5:46 Eric Vishria You had Confluent and Elastic and Mongo, Databricks, all of these companies.
He lost his first 5 deals—built the next Looker, raised $250M | Omni
- ▶ 33:21 Colin Zima It's like Amazon, but also like Snowflake and Databricks.
- ▶ 33:40 Colin Zima There are gigantic tech partners like Snowflake and Databricks and Google and Amazon.
AI-Designed Viruses, OpenAI’s First Device, The Mansion Section | Diet TBPN
- ▶ 0:50 Jordi Hays And then we have Patrick Wendell, co-founder of Databricks. 2 times in the scene
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- ▶ 1:03:21 Brad Gerstner And some of these companies, Databricks, Snowflake, ClickHouse, et cetera, are doing extraordinarily well.
How Open Source Became AI's Backbone | Inferact with a16z
- ▶ 36:40 Elena Burger Just about Infraact and, you know, running the company, and I know that Ian Stoick of Databricks is an advisor and a co-founder of Infraact, and I'm just curious what you've learned from him, ah, in terms of taking an open source project… 2 times in the scene
Open Source vs. Closed Source, NVIDIA Backs SSI, YC Startup School Fills Stadium | Diet TBPN
- ▶ 16:00 unnamed speaker You got Adobe, Capital One, Cisco, Cloudflare, Cognition, CrowdStrike, Databricks, Dell, uh, IBM, Linux, Microsoft.
BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
- ▶ 52:13 Molly O'Shea And so like the Databricks, the Snowflakes, they're hitting some of that extra premium in the market and they're getting some attention.
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
Hyperscalers Are Out of Capacity? | MongoDB CEO · Sourcery with Molly O'Shea
- ▶ 11:06 Molly O'Shea So for people who are not familiar with MongoDB, which I'd be very, very surprised, how is, what is your differentiation between the likes of Snowflake and Databricks and the other people out there?
SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes From Biggest Names in AI · Sourcery with Molly O'Shea
- ▶ 37:47 Apoorv Agrawal Um, we had Ali Gozi from Databricks.
AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea
- ▶ 6:13 Max Cook Snowflake, Databricks, uh, Datadog, all of these businesses that are tied to growth in AI app production, AI app development are doing great.
- ▶ 38:06 Ramin Hasani Phil, the co-founder of Databricks and co-founder of, like, Arena.
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
The AI Memory Problem: Why Long Context Isn’t Enough — Dan Biderman, Engram Co-founder & CEO
- ▶ 44:40 Dan Biderman Leads at Databricks, and one of the core contributors at VLLM, and we're all kind of like, ah, systems inclined, but we think infrastructures, engineers, ah, people who know how to work, ah,
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
- ▶ 45:37 Jason Calacanis This is Ali, the founder of Databricks, I think a company you're very familiar with.
Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
The Future of AI Infra: from Kubernetes to Agent Sandboxes — Akshat Bubna, Modal CTO
- ▶ 46:52 unnamed speaker Fred Schott had one, uh, and then, uh, to me, most recently was Databricks that had Omnigen.
Agents Didn't Kill Sales. They Just Exposed It with SaaStrAI CEO and Founder Jason Lemkin
- ▶ 16:50 unnamed speaker And I also, a Databricks guy was there.
- ▶ 34:35 Jason Lemkin You know, I was gonna, I, I, I, when we had Arslan from Databricks yesterday, I meant to ask him, we ran out of time. 2 times in the scene
The Agents #008: Agents Are Merging, Not Multiplying. Plus, Sam Blond on Why Outbound Isn't Dead.
- ▶ 32:20 Jason Lemkin We even talked about it with the Databricks co-founder saster.
Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop.. · Sourcery with Molly O'Shea
- ▶ 36:31 Ev Randle I mean, obviously some of these companies are now going public like SpaceX, but before it was like, you know, SpaceX is never going public, and Stripe is never going public, and Databricks is never, you know, it's like, these would be,…
- ▶ 41:05 Ev Randle And so whenever I, like, you know, write, like, an occasional blog post or something, I always say, like, venture dash growth, um, because I'm like, venture capital is something very particular, and so even when I'm discussing, like, you…
The Future of Software & AI | Cognition’s Scott Wu
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
The Agent Cloud: Databricks’ Bet on the Future of AI — Matei Zaharia and Reynold Xin
- ▶ 1:17 Shawn Wang Matean Reynolds from Databricks. 2 times in the scene
- ▶ 3:09 Shawn Wang A lot of these, I think, like, are things that you would expect a Databricks to do.
- ▶ 10:46 Matei Zaharia Uh, anyone building agents, this gives them an app they can start with and customize, uh, which we were seeing in Databricks too, like someone would make a nice, you know, agent app, and then other teams would ask, oh, can I just use yours… 4 times in the scene
- ▶ 17:54 Matei Zaharia We had the dev info internally at Databricks. 3 times in the scene
- ▶ 24:20 Shawn Wang What's the policy in Databricks?
- ▶ 31:00 Reynold Xin A lot of our customers obviously get into Databricks to run more sophisticated things.
- ▶ 43:41 Shawn Wang So, so then you go, but I don't think people say that about Databricks.
- ▶ 45:45 Reynold Xin Um, the, and, but that includes Databricks and very, very few company or very few systems, I think have the, uh, gut to say, let's go start from scratch. 2 times in the scene
- ▶ 51:04 Shawn Wang I feel like Databricks is, is doing a really good job of the incremental evolution.
- ▶ 54:27 Reynold Xin Like, Databricks have never had the proprietary format, right? 3 times in the scene
- ▶ 59:08 Shawn Wang The model story of Databricks, right? 4 times in the scene
- ▶ 1:04:42 Shawn Wang He sounded, uh, when I was talking to him, more like a Databricks CEO than 3 times in the scene
- ▶ 1:08:41 Shawn Wang Yeah, I mean, uh, Databricks is actually supporting my, uh, event, which is, uh, 4 times in the scene
The Enterprise AI Reality Check: From Dashboard Graveyards to 30-Day Migrations with Databricks
- ▶ 0:38 Jason Lemkin I think this actually will be one of the, a perfectly timed discussion because we have had an intense, uh, journey here this year on building agents to point agents, what it means, but not everyone's selling to what, what is Databricks? 6 times in the scene
- ▶ 4:50 Arsalan Tavakoli Like, um, we used to joke about this that in the, you know, Databricks has been a data and AI company now for what, like, 13 years at this point, and we used to have to, we would scream the data part, we'd whisper AI, because AI people… 3 times in the scene
- ▶ 9:29 Arsalan Tavakoli Anybody at Databricks would know what I mean, but then it's like, what does he mean by clouds? 2 times in the scene
- ▶ 11:04 Jason Lemkin What can I do now in Databricks? 4 times in the scene
- ▶ 16:59 Arsalan Tavakoli What's the best way to go ask it, and that's why BI tools that are connect, like in Databricks, we have these kind of business semantics that then all of the external BI tools can connect to. 3 times in the scene
- ▶ 18:04 Jason Lemkin Databricks is clearly a beneficiary over all of this trend, like unquestionably, but your point backstage is there's a murky middle where it's not clear of all of your workflows and application, which one you really are and how important… 4 times in the scene
- ▶ 24:25 Jason Lemkin But Databricks is operating at a slightly different scale. 2 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.
Harvey Co-Founder Gabe Pereyra on the Token Pricing Reckoning Coming for AI · Sourcery with Molly O'Shea
- ▶ 8:18 Gabe Pereyra And I think you see the same thing in cloud with like snowflakes, Snowflake and Databricks and, um, Datadog, like all these companies built on top of the cloud, but also compete with the cloud.
Our Agent Negotiated a Vendor Renewal, Became a CFO and a Better SDR .. but has too many guardrails
- ▶ 38:40 Jason Lemkin We had one of the co-founders of Databricks at annual saying now they can do Databricks migration in a matter of weeks because they perfected with LMs, right? 2 times in the scene
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 42:22 Brad Gerstner Um, you and I both know that SpaceX, and I've put Anthropic in, in, in this category as well, Databricks in this category, these things in many ways have been more liquid over the course of the past three years.
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
Questions Every Founder Must Answer Before Taking an Acquisition Offer | Shashank, VNDLY & Pantomath
- ▶ 9:20 Shashank Saxena There's a dozen players in that category through ingestion tooling into a Databricks lake house
- ▶ 13:59 Shashank Saxena Like, 30% of our customers use Snowflake and Databricks both. 3 times in the scene
- ▶ 28:37 Siddhartha Ahluwalia And, uh, so you're saying that it's harder to create outcomes like Snowflake or Databricks in data. 3 times in the scene
- ▶ 31:16 Shashank Saxena And that's why when you look at people's bills with like Snowflake or Databricks or any of these and all, yeah, that, that is like, you, you are seeing that right in terms of explosion of data, uh, not just human created data, machine…
- ▶ 1:04:56 Shashank Saxena So my head of engineering, instead of going to my previous company and hiring, which I absolutely love them, so it's not a thing on them, I hired someone from Databricks and GCP.
- ▶ 1:07:37 Shashank Saxena Your Snowflake bill, your Databricks bill, like your pre-buying credit, you don't know how much you're going to burn, like you bought ten million of credit and you used six, or did you buy six million of credits and used 10, right?
$4 Trillion in IPOs, $100B in M&A, and Why B2B Spend is Booming
- ▶ 13:41 Jason Lemkin SpaceX, Anthropic, OpenAI, we'll add in Databricks, we'll have Arsan, one of the co-founders here in about half an hour after this.
Why the AI Boom Is Just Getting Started · Invest Like The Best
- ▶ 14:27 Patrick O'Shaughnessy We can talk about Stripe or Databricks or OpenAI or Anthropic.
What Agents That Actually Work Look Like Right Now with Replit's CEO and Founder
- ▶ 11:33 Amjad Masad But because data at Replit is so big right now, we have terabytes of data across, you know, across BigQuery and Databricks and, and all the other things, and all the schemas are different, and so we created this repo that has all the… 2 times in the scene
Palo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks"
- ▶ 9:03 Nikesh Arora Databricks, Snowflake, MongoDB, Oracle.
He churned 100% of his revenue on purpose—then grew 10x to $2M ARR in under 12 months. | Ali Khok... · PMF Show
- ▶ 22:54 Ali Khokhar That's what then I went and spoke with a couple of, I was having already conversations and I convinced my brilliant co-founder and CTO now to leave his job at Databricks to come join me.
Why Secondary Markets Are Eating the IPO | All-In Liquidity Secondary Markets Panel
- ▶ 17:12 Brad Gerstner So, one, if we're going to stay private for longer, and we're gonna have trillion dollar, you know, private companies, and Databricks at two hundred billion dollars, you gotta think about, is today a day we should be selling some,
Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
- ▶ 3:52 Thomas Laffont And look at the diversity, SpaceX, Stripe, Anthropic, Databricks, Revolut, ByteDance, Anderil, we have internet, we have AI, we have FinTech, we have SpaceTech.
Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
- ▶ 43:30 Bill Gurley And so the more you can create systems that make that type of exchange you just described super easy so that you can plug and play the model and you have to worry about things like context and how does context come in and, and data and,…
Where Brad Gerstner Is Investing Billions
- ▶ 9:37 Brad Gerstner But there are certain software companies, Databricks, Snowflake, and ClickHouse, all of which we're investors in, which very clear to me, they're in the token flow.
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
The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
- ▶ 21:04 Andrew Feldman That this was never a thing before OpenAI and Anthropic and, uh, maybe, uh, Databricks.
Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
- ▶ 0:10 Gavin Baker The three highest profile SaaS companies founded in the last 1012 years are Palantir, Snowflake, and Databricks.
- ▶ 2:32 Gavin Baker And I would say arguably the three highest profile SaaS companies to have kind of been founded in the last 1012 years are Palantir, Snowflake, and Databricks.
- ▶ 8:10 Patrick O'Shaughnessy Like if you just look at the sales multiple and compare it to maybe what Databricks and Snowflake and these companies traded that at their peak, like how do you make sense of it?
- ▶ 54:35 Gavin Baker So Databricks, that's in the token path.
How 1Mind Hit $1M in 3 Months Selling $100k AI Sales Agents
- ▶ 5:04 Amanda Kahlow Like for example, if you're talking to like a Cisco or a Databricks that sell to every industry and every vertical and anyone who needs data, for them to staff sales engineers and solutions engineers that understand the nuances of every…
AI Agents: Mirage Or Real Revolution? — With Dmitry Shevelenko
- ▶ 22:44 Dmitry Shevelenko Um, so this is everything from building a financial model, uh, of a company, uh, to filing your taxes, uh, if you're a wealth manager, uh, prepping for a meeting with a client, um, and again, this takes advantage of connecting to, you…
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.
300 Pages on Anduril: Inside Modern Warfare · Sourcery with Molly O'Shea
- ▶ 5:08 Kyle Harrison It's one of the things I think that is missing from the conversation is everybody talks about Anduril the same way that we talk about a Stripe or an OpenAI or a Databricks or something that feels very similar.
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