Databricks
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 20, 2026 by Gavin Baker · said 19 times in 9 episodes since 2025 · across every show →
Mentions by year
brought up most by Patrick O'Shaughnessy (5), David George (4), Gavin Baker (3), Bill Gurley (2), Ramtin Naimi (1), Jesse Zhang (1), Jeff Horing (1), Eric Vishria (1)
tap a year for its mentions
2026 7 mentions in 4 episodes 2 per episode
- Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
- Everyone Is Still Undersizing the AI Market | Eric Vishria · Invest Like The Best
- Why the AI Boom Is Just Getting Started · Invest Like The Best
- Why The Laws of Startup Physics Have Changed | Ben Horowitz Interview · Invest Like The Best
- every mention in 2026, scene by scene →
2025 12 mentions in 5 episodes 2 per episode
- How a16z Growth Invests · Invest Like The Best
- 5 Ingredients for the Perfect Investment | Jeff Horing Interview · Invest Like The Best
- The Gift and The Curse of Staying Private with Bill Gurley · Invest Like The Best
- The Future of AI Agents | Jesse Zhang Interview · Invest Like The Best
- How This VC Went From Broke to Becoming the Hot Hand in Silicon Valley · Invest Like The Best
- every mention in 2025, scene by scene →
Everything said about Databricks, oldest first
May 20, 2026 bullish
Baker: Anthropic Added $11 Billion ARR in One Month
“And what I just mean by that is in Anthropik, they added eleven billion dollars of AR. And what is astonishing to me about this is that The SaaS and cloud revolution it created, we'll call it between five and 10 trillion dollars of value. And I would say argua…”