Databricks, every mention

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Verbatim, from the transcripts: the passages where Databricks comes up

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▶ 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.

▶ 6:06 Ali Ghodsi Seven 11 was doing this before as well, but, you know, this, and we're seeing this at Databricks as well, more and more is being done by agents. 2 times in the scene
▶ 8:33 Apoorv Agrawal Maybe give us an example of the 95% of an AI bet that either of you had at Databricks, at Glean, that did not work out, and why it didn't work out.
▶ 9:13 Arvind Jain And ultimately the choice was that, you know, we can go with, uh, already, uh, built models, whether they are small open source models, uh, hosted on Databricks or, or one of the large, you know, foundation models.
▶ 27:57 Ali Ghodsi But, ok, so does that mean that Databricks and Glean then basically will die, and there will be a new set of companies.
▶ 33:25 Ali Ghodsi Now maybe Y is not a competitor, is not using Databricks. 6 times in the scene

▶ 55:59 Bill Gurley We have this offsetting reality, you know, that the stripes of the world and, and Databricks and others are choosing to delay being public and have massive access to private capital, and maybe that's a discussion for another day, but there…

▶ 44:26 Brad Gerstner I call them internally and to our LPs, I call those quasi public companies, companies like Databricks, Stripe, 4 times in the scene

▶ 44:11 Brad Gerstner With the, um, the alliances that Meta had built, um, you know, and Mark pointed that out, but really from, from AWS to Databricks to Snowflake to Accenture, um, you know, the Groks of the world, Fireworks, et cetera, everybody, you know,… 2 times in the scene

▶ 27:24 Brad Gerstner Um, one was reported by the Wall Street Journal for a billion to two billion dollars to Databricks called Tabular.

▶ 28:46 Brad Gerstner I mean, Databricks does this an incredibly, Ali is, is, is amazing against, against Snowflake.
▶ 39:09 Brad Gerstner And I think for a company like Snowflake, it, it came in at 26% and, and, and Databricks is rumored to still be growing well in excess of 50%. 2 times in the scene
▶ 47:47 Brad Gerstner And, you know, and folks at, you know, because we were early investors in that company, I get questions about Snowflake and Databricks and these data platforms all the time. 3 times in the scene

▶ 24:39 Brad Gerstner You know, think of, you know, the SpaceX's, the ByteDance, the Databricks, the Stripes of the world, all the companies people are waiting to see when they're going to come public.
▶ 33:43 Brad Gerstner But it's very difficult for a retail investor to get access perhaps to a SpaceX or, you know, a Databricks, a Stripe, et cetera, the best of the, of the private companies.

▶ 55:06 Brad Gerstner So the data bricks and the snowflakes, and maybe even the service now and Salesforce, they've caught a little bit of a bid, but a lot of software is, you know, is trading well below it's pre COVID multiple.

▶ 1:23:32 Brad Gerstner But quickly, all of the other data platforms, whether you were, whether you were, uh, AWS, whether you're Google, Snowflake, Databricks, et cetera, they all spun up their own AI capabilities.

▶ 31:09 Brad Gerstner I imagine Databricks will, you know, Microsoft, you can use Llama or you can use Mistral or OpenAI.
▶ 37:57 Brad Gerstner It's not just how do I build an enterprise fleet to go compete with the largest hyperscaler in the world who are great enterprise businesses, and you've got to compete with Databricks and Snowflake, et cetera.

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