Databricks, every mention

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every year anyone Patrick O'Shaughnessy 5David George 4Gavin Baker 3Bill Gurley 2Ramtin Naimi 1Jesse Zhang 1Jeff Horing 1Eric Vishria 1Ben Horowitz 1

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

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Everyone Is Still Undersizing the AI Market | Eric Vishria · Invest Like The Best Aug 11, 2026 · 1 mention

  • ▶ 5:46 Eric Vishria You had Confluent and Elastic and Mongo, Databricks, all of these companies.

Why the AI Boom Is Just Getting Started · Invest Like The Best Jun 9, 2026 · 1 mention

Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best May 20, 2026 · 4 mentions

  • ▶ 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.

Why The Laws of Startup Physics Have Changed | Ben Horowitz Interview · Invest Like The Best Feb 3, 2026 · 1 mention

  • ▶ 37:22 Ben Horowitz I ended up being a great fund because we had, you know, Coinbase and Databricks and Lyft and GitHub, but

How a16z Growth Invests · Invest Like The Best Dec 2, 2025 · 4 mentions

  • ▶ 17:48 David George I'm very close with, with Ali from Databricks.
  • ▶ 1:07:10 David George So if you look at our largest investments in the growth fund and just run down the list, you know, uh, Databricks, uh, SpaceX, Androll, OpenAI, XAI, Flock Safety, Figma, Stripe, Coinbase, like they're across all, they're,
  • ▶ 1:10:58 David George So we're large investors in Databricks. 2 times in the scene

The Future of AI Agents | Jesse Zhang Interview · Invest Like The Best Oct 6, 2025 · 1 mention

  • ▶ 2:29 Jesse Zhang You know, Databricks versus Snowflake, or Ramp versus Brex, and it's like, anytime there's these big, massive growth opportunities, like, you know, people irrationally want to go after it.

5 Ingredients for the Perfect Investment | Jeff Horing Interview · Invest Like The Best Sep 16, 2025 · 4 mentions

How This VC Went From Broke to Becoming the Hot Hand in Silicon Valley · Invest Like The Best Jul 29, 2025 · 1 mention

  • ▶ 28:24 Ramtin Naimi Andreessen led the first institutional rounds for Okta, Databricks, and Slack, and Kosa led the seed round for Instacart and, and DoorDash, and Index led the seed round for Robinhood and Figma, and Lightspeed led the seed round for Snap,…

The Gift and The Curse of Staying Private with Bill Gurley · Invest Like The Best Jun 10, 2025 · 2 mentions

  • ▶ 25:07 Bill Gurley You know, more, most recently like data bricks.
  • ▶ 27:35 Bill Gurley And when these, um, firms go to a company like Databricks or, or Stripe or whoever, and encourage this round, they can get 30%.
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