Databricks

4 statements across 3 episodes · 4 bullish · 0 bearish · 2 people on the record · first statement Jun 16, 2023 by Brad Gerstner · said 30 times in 18 episodes since 2023 · across every show →

Mentions by year

brought up most by Brad Gerstner (8), Thomas Laffont (5), David Friedberg (5), Jason Calacanis (4), Gavin Baker (2), David Sacks (2), Shervin Pishevar (1), Nikesh Arora (1)

mentionsepisodesper episode tap a year for its mentions

2026 14 mentions in 11 episodes 1 per episode

Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback Aug 13, 2026 · 2 mentions · from 1:29:08
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare Mar 13, 2026 · 2 mentions · from 30:00
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick Feb 7, 2026 · 2 mentions · from 29:09
Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up Aug 21, 2026 · 1 mention · from 56:42
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI Aug 7, 2026 · 1 mention · from 1:03:21
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts Jul 11, 2026 · 1 mention · from 45:37
Palo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks" Jun 8, 2026 · 1 mention · from 9:03
Why Secondary Markets Are Eating the IPO | All-In Liquidity Secondary Markets Panel Jun 7, 2026 · 1 mention · from 17:12
3 more episodes that year, every mention in 2026 →

2025 1 mention in 1 episode

IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate Jun 21, 2025 · 1 mention · from 1:00:45
every mention in 2025, scene by scene →

2024 7 mentions in 3 episodes 2 per episode

Thomas Laffont | All-In Summit 2024 Sep 26, 2024 · 4 mentions · from 18:15
Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax Apr 26, 2024 · 2 mentions · from 15:47
Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI Nov 16, 2024 · 1 mention · from 4:58
every mention in 2024, scene by scene →

2023 8 mentions in 3 episodes 3 per episode

E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more Jul 1, 2023 · 5 mentions · from 51:15
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner Jun 16, 2023 · 2 mentions · from 10:54
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner Aug 11, 2023 · 1 mention · from 57:03
every mention in 2023, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Databricks, oldest first

Jun 16, 2023 positive

Assertion Supported

Brad Gerstner says Databricks generates over $1 billion in annual revenue

“Databricks is doing over a billion in revenue, growing extraordinarily fast, led by an incredible team.”

Brad Gerstner Jun 16, 2023 ▶ 11:03 E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner

Sep 26, 2024 positive

Assertion Supported

Laffont: Databricks is growing revenue in excess of 60%

“He told me, please remind the audience that I'm growing in excess of 60%”

Thomas Laffont Sep 26, 2024 ▶ 19:01 Thomas Laffont | All-In Summit 2024

Sep 26, 2024 positive

Assertion Supported

Laffont: Databricks' cloud business has reached $500M in ARR

“And he also gave me a non-public data point around his cloud business, which is now five hundred million of ARR, which was almost zero a few years ago.”

Thomas Laffont Sep 26, 2024 ▶ 19:18 Thomas Laffont | All-In Summit 2024

Feb 7, 2026 bullish

Assertion Supported

Gerstner: Databricks re-accelerated growth past 60% over last three quarters

“Databricks just re-accelerated the last three quarters. They're growing over 60% at scale.”

Brad Gerstner Feb 7, 2026 ▶ 29:09 Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

Databricks

Mentions by year

Everything said about Databricks, oldest first

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