Databricks, every mention
13 scenes (2024) · ← back to Databricks
tap a year for its mentions
every year 2024 anyone Brad Gerstner 21Ali Ghodsi 9Jensen Huang 1Bill Gurley 1Arvind Jain 1Apoorv Agrawal 1
Verbatim, from the transcripts: the passages where Databricks comes up
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- ▶ 42:41 Brad Gerstner That's like adding a Databricks in the quarter, right?
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 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
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 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
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 27:24 Brad Gerstner Um, one was reported by the Wall Street Journal for a billion to two billion dollars to Databricks called Tabular.
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 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
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 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.
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- ▶ 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.
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- ▶ 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.
Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- ▶ 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.